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Jose Sierra is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 3 years of industry experience. Jose 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
5094 Airport Pulling Rd N, Naples, FL, 34105
Get directionsHistory
Regulatory History (1)
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Financial
August 2018Final
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Wells Fargo Advisors
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2023 - September 2025 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2023 - September 2025 · 2 yrs 4 mos
State Registrations17 states
ALCACTFLGAMAMNMONCNHNJNYPASCTXVAWI
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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