Wells Fargo Advisors
45yrs
Top advisor by experience in Santa Ana
44yrs
Nancy Johnson
Financial advisor at Wells Fargo Advisors
Based in Santa Ana, California, Nancy Johnson is a fiduciary financial advisor with 44 years of industry experience. Nancy has been with Wells Fargo Advisors since 2022; before that, Nancy spent three years at Morgan Stanley and ten years at Citigroup Global Markets. Nancy holds the CFP® designation.
One of 110 advisors with offices in Santa Ana, and one of 94 fiduciaries.
At a glance
Experience44 years (since 1982)
How that compares ?Top 1% by experience in California
Office1551 N Tustin Ave Suite 100, Santa Ana, CA 92705
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 ?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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2012 – 2022Wells Fargo Clearing Services, LLCPreviously
- 2009 – 2012Morgan StanleyPreviously
- 1999 – 2009Citigroup Global Markets Inc.Previously
Contact Nancy
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Nancy. 1551 N Tustin Ave Suite 100Santa Ana, CA 92705Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Nancy
Tailored to Nancy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Nancy
How do I contact Nancy?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Nancy Johnson. Nancy works from the Santa Ana, CA office.
How long has Nancy been a financial advisor?
Nancy has been in the industry since 1982, about 44 years. Top 1% by experience in California.
What licenses does Nancy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Nancy a fiduciary?
Nancy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nancy paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Nancy 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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