# Wells Fargo Securities

Wells Fargo Securities is a Corporate & Investment Banking based in San Francisco, United States.

## Overview

- **Organization type:** Corporate & Investment Banking
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 1852
- **Assets under management:** Undisclosed
- **Website:** wellsfargo.com/securities
- **LinkedIn:** https://www.linkedin.com/company/wells-fargo-securities

## Regulatory record

- **Reports private funds:** No

## About

Wells Fargo Securities is a securities firm operating in the mortgage industry. It supports mortgage applications and primarily serves the home mortgage market. Founded in 1978 in San Francisco, California, it was formerly known as Wachovia Capital Markets.

## Sectors

- Investment Banking
- Capital Markets
- Financial Services

## Offices

- New York
- Dublin
- Palo Alto
- Taipei City

## People

- Charles Scharf — CEO
- Jonathan Weiss — CEO of Wells Fargo Securities

## Questions

### Who runs investment decisions at Wells Fargo Securities?

Jonathan Weiss serves as CEO of Wells Fargo Securities, overseeing the investment banking, capital markets, and sales and trading divisions. He reports to CEO Charles Scharf. The securities division operates within the broader Wells Fargo corporate structure, with senior investment bankers leading sector-specific teams.

### How does Wells Fargo Securities source proprietary deal flow?

The division sources deal flow primarily through its commercial banking relationships. Wells Fargo's vast network of corporate clients across industries provides a pipeline for advisory and financing mandates that is distinct from pure-play investment banks. The bank's lending relationships often generate opportunities for M&A advisory and capital markets underwriting.

### What investment stages does Wells Fargo Securities typically target?

Wells Fargo Securities does not target specific investment stages; rather, it provides services across the entire corporate lifecycle, from early-stage growth company financings to large-cap M&A and debt issuances. The division is particularly active in leveraged buyouts, investment-grade debt offerings, and public equity underwritings.

### Which sectors does Wells Fargo Securities explicitly avoid?

Wells Fargo's post-scandal remediation has led to a more conservative risk posture, particularly in areas like subprime lending and certain high-risk structured products. In 2023, the bank reduced its exposure to commercial real estate lending in select markets. No explicit sector avoidance list is publicly stated.

### How is Wells Fargo Securities related to Wells Fargo & Co.?

Wells Fargo Securities is the investment banking division of Wells Fargo & Co., the fourth-largest US bank by assets. The division was formalized in the late 2000s as the bank sought to expand its capital markets presence. It operates under the same regulatory umbrella, balance sheet, and brand as the consumer and commercial banking units.

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- [Nu Skin Enterprises](https://altss.com/profile/nu-skin-enterprises)
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Last updated: 2026-06-03T20:00:00.000Z

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