Ameriprise Financial Services
47yrs
Top advisor by experience in San Jose
21yrs
Rex Wang
Financial advisor at Wells Fargo Advisors
Based in San Jose, California, Rex Wang is a fiduciary financial advisor with 21 years of industry experience. Rex has been with Wells Fargo Advisors since 2026; before that, Rex spent a year at LPL Enterprise and seven years at Pruco Securities. 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 993 advisors with offices in San Jose, and one of 926 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 63% of advisors nationwide
Office2033 Gateway Pl Suites 583 And 584, San Jose, CA 95110
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?2 states
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 66Uniform Combined State Law Examination
Career
- Apr 2026 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- Nov 2024 – Apr 2026LPL Enterprise, LLCPreviously
- 2017 – 2024Pruco Securities, LLC.Previously
- 2012 – 2017Waddell & ReedPreviously
- May 2011 – Dec 2011
- Sep 2009 – Mar 2011Oneamerica Securities, Inc.Previously
- 2005 – 2009Ameriprise Financial Services, LLCPreviously
Contact Rex
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Rex. 2033 Gateway Pl Suites 583 And 584San Jose, CA 95110Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Rex
Tailored to Rex’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- 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 Rex
How do I contact Rex?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Rex Wang. Rex works from the San Jose, CA office.
How long has Rex been a financial advisor?
Rex has been in the industry since 2005, about 21 years. More experience than 63% of advisors nationwide.
What licenses does Rex hold?
Series 66. Tap any license on this page to see what it allows.
Is Rex a fiduciary?
Rex is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Rex paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Rex 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.
Other advisors nearby
Raymond James & Associates
46yrs
Top 1% by experience in San Jose
UBS Financial Services
46yrs
Top 1% by experience in San Jose
RBC Capital Markets
46yrs
Top 1% by experience in California
UBS Financial Services
46yrs
Top 1% by experience in California
RBC Capital Markets
45yrs
Top 1% by experience in San Jose