Shannon Castaneda is a registered investment advisor at Wells Fargo Advisors, based in Jacksonville, FL, with 8 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
4600 Touchton Rd E, Ste 110, Jacksonville, FL, 32246
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Shannon owns Shannon Castaneda Photography, LLC, where she takes and edits photos of horses, dedicating approximately 10-20% of her time. She also co-owns Castaneda Sport Horses, LLC with her spouse, spending approximately 10-20% of her time riding, training, and caring for horses.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations35 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.