ChooseAFinancialAdvisor.com
Advisors / California / Pasadena
29yrs

Johnny Chi

Financial advisor at Wells Fargo Advisors

Johnny Chi is a fiduciary financial advisor in Pasadena, California, with 29 years in the industry. Johnny joined Wells Fargo Advisors in 2025, after less than a year at Charles Schwab & CO. and less than a year at TD Ameritrade. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.

One of 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.

Pasadena, CA 91105Top 19% by experience nationwideFiduciary advisor

At a glance

Experience29 years (since 1998)
How that compares ?Top 19% by experience nationwide
Office350 W Colorado Blvd Suite 390 [Pn-Rbo], Pasadena, CA 91105
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state

Services through Wells Fargo Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Nov 2025 – now
  2. Jul 2024 – Jan 2025
    Charles Schwab & CO., Inc.Previously
  3. Jun 2022 – Oct 2022
    TD Ameritrade, Inc.Previously
  4. Jun 2022 – Dec 2022
    TD Ameritrade Investment Management, LLCPreviously

Questions to ask Johnny

Tailored to Johnny’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Johnny

How do I contact Johnny?

Call Wells Fargo Advisors at (314) 875-3000 and ask for Johnny Chi. Johnny works from the Pasadena, CA office.

How long has Johnny been a financial advisor?

Johnny has been in the industry since 1998, about 29 years. Top 19% by experience nationwide.

What licenses does Johnny hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Johnny a fiduciary?

Johnny is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Johnny paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Johnny for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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