Jorge A Valdes

CRD 7020952 · Wells Fargo Advisors · Mclean, VA

IA RegisteredBroker

Also appears in the source record as: Jorge Alberto Valdes; Jorge Valdes

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 7TOSIESeries 66
Registered states (23): California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Illinois · Indiana · Iowa · Maryland · Massachusetts · Michigan · Minnesota · New Jersey · Pennsylvania · Rhode Island · South Carolina · Texas · Virginia · Washington · West Virginia · Wisconsin
Years in the industry (source record): 7
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 7020952 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (6)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Mclean, VA · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Mclean, VA · BC capacity

start not retrieved → present
J.P. Morgan Securities LLC
Bethesda, MD · IA capacity

Oct 22, 2020 → May 12, 2026
J.P. Morgan Securities LLC
Bethesda, MD · BC capacity

Oct 22, 2020 → May 12, 2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Bethesda, MD · IA capacity

Mar 7, 2019 → Oct 26, 2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Bethesda, MD · BC capacity

Jan 24, 2019 → Oct 26, 2020

Source & corrections

Where this page comes from

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