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JERAD CHAO, CPWA�

Senior Financial Advisor

Senior Vice President - Investment Officer

Address: 433 N CAMDEN DR, 12TH FLS , BEVERLY HILLS , CA 90210
Call: 310-285-5717 Fax: 310-550-7485
Email: Jerad.Chao@wellsfargo.com Compose mail in a new window

Tailored Financial Strategies. Personal Service.

My Experience

4/2022 - Present : Wells Fargo Advisors, Senior Vice President
6/2015 - 4/2022 : Merrill Lynch, Senior Vice President
9/2010 - 6/2015 : UBS, First Vice President

My Education & Credentials

UCLA School of Law, JD
UCSD. BA

Securities Registered in the following states: AR, CA, DE, FL, HI, MO, NM, NV, TX
Insurance licensed in the following states: CA (Lic. # 0H32047) Resident State: CA
JERAD CHAO: Financial Advisor: Wells Fargo Clearing Services, LLC

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Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC,Member SIPC , a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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