Advisor at Wells Fargo Clearing
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wells Fargo Clearing
Location
Greenwood Village, CO 80111
Credentials
Series 66
Industry experience
10 years
Jeremy Cantu is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at RBC Capital Markets, Raymond James & Associates, and Ameriprise Financial Services. Outside of his advisory work, he serves as CEO of Cantu Development LLC, a business involved in rental real estate operations. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.
Based on Wells Fargo Clearing
One-time service fees payable immediately after service; ongoing fees paid quarterly
$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually
Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable
5613 Dtc Parkway 9 Th Fl, [Mb Rbo]
Greenwood Village, CO 80111
Colorado · Texas
Wells Fargo Clearing
2025 - Present (1 year)
RBC Capital Markets
2022 - 2025 (3 years)
Raymond James & Associates
2021 - 2022 (1 year)
Raymond James & Associates
2016 - 2020 (4 years)
Yelverton and Associates, Ameriprise
2015 - 2016 (1 year)
Ameriprise Financial Services, inc.
2015 - 2016 (1 year)
Cantu Development LLC
2010 - 2025 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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