Jacqueline RamosCRD Number: 5435029
Current Firm: Wells Fargo Advisors, LLC
Jacqueline Ramos (CRD# 5435029) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Ontario, CA and has over 9 years of experience in the finance industry.
Jst Investment Consulting
Eclectic Associates, Inc.
Asset Planning, Inc.
|Wells Fargo Advisors LLC||Ontario, CA||Jan 2011 - Current||6|
|Wells Fargo Bank, N.a.||Ontario, CA||Jun 2002 - Current||15|
|Wells Fargo Investments||Chino, CA||Jan 2008 - Jan 2011||3|
|Student||Riverside, CA||Dec 2000 - Jun 2007||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV