CB
CFP
CB
CFP

Chris Blentzas

19 Years of Experience
San Diego, CA
Broker

Chris Blentzas is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in San Diego, CA, with 19 years of industry experience. Chris is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4655 Executive Dr 10th Fl, [Vj-Rbo], San Diego, CA, 92121

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors
October 2017 - Present · 9 yrs
Wells Fargo Clearing Services, LLC
October 2017 - Present · 9 yrs
Wells Fargo Clearing Services, LLCBroker
October 2017 - Present · 9 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - October 2017 · 5 yrs
J.P. Morgan Securities LLC
October 2012 - October 2017 · 5 yrs
Chase Investment Services CORP.
October 2010 - October 2012 · 2 yrs
Chase Investment Services CORP.Broker
October 2010 - October 2012 · 2 yrs
Edward Jones
August 2007 - October 2010 · 3 yrs 2 mos
Edward JonesBroker
July 2007 - October 2010 · 3 yrs 3 mos
State Registrations24 states
AZCACODCFLGAHIIDILKYMAMDMNMONCNJNYOHORPATXUTVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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