Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
4yrs
Jacob Ramirez
Financial advisor at Wells Fargo Advisors
Jacob Ramirez is a fiduciary financial advisor in Irvine, California, with 4 years in the industry. Jacob joined Wells Fargo Advisors in 2022, 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 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office5 Park Plaza 19th & 20th FLS [Lt/Sb/Sg-Rbo], Irvine, CA 92614
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 66Uniform Combined State Law Examination
Career
- 2022 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Jacob
Local office(949) 253-4343Ask for Jacob. (314) 875-3000Main office · St. Louis, MO 5 Park Plaza 19th & 20th FLS [Lt/Sb/Sg-Rbo]Irvine, CA 92614Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Jacob
Tailored to Jacob’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 Jacob
How do I contact Jacob?
Call Jacob’s local office at (949) 253-4343 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Jacob Ramirez.
How long has Jacob been a financial advisor?
Jacob has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Jacob hold?
Series 66. Tap any license on this page to see what it allows.
Is Jacob a fiduciary?
Jacob is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jacob paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jacob 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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