J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
15yrs
Conglong Yu
Financial advisor at Wells Fargo Advisors
Conglong Yu is a fiduciary financial advisor in San Francisco, California, with 15 years in the industry. Conglong joined Wells Fargo Advisors in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 51% of advisors in San Francisco
Office420 Montgomery St 7th Floor [Nf*/Ng-Rbo], San Francisco, CA 94104
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.
Career
- 2023 – nowWells Fargo Clearing Services, LLCCurrent firm
Questions to ask Conglong
Tailored to Conglong’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
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About Conglong
How do I contact Conglong?
Call Conglong’s local office at (415) 396-0318 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Conglong Yu.
How long has Conglong been a financial advisor?
Conglong has been in the industry since 2012, about 15 years. More experience than 51% of advisors in San Francisco.
What licenses does Conglong hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Conglong a fiduciary?
Conglong is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Conglong paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Conglong 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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