Juan Alzate
Juan Alzate is a registered investment advisor at Wells Fargo Advisors, based in Somerset, NJ, with 12 years of industry experience. Juan 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
439 Elizabeth Ave, Somerset, NJ, 08873
Get directionsHistory
Regulatory History (1)
Financial
August 2018Other Business Activities
Juan owns rental property in Totowa, NJ since 2022. He spends minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Santander Securities
Santander Securities LLCBroker
Citigroup Global Markets INC.Broker
Santander Securities
Santander Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLCBroker
State Registrations6 states
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
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