Jeffrey Thomas Huff

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → Present
  Wells Fargo Advisors Financial Network, Llc
  Greenwood Village, CO

Previous Registrations

• 2009-06-01 → 2012-06-14
  Morgan Stanley
  Greenwood Village, CO
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Centennial, CO
• 1999-01-01 → 2007-04-02
  Morgan Stanley Dw Inc.
  Centennial, CO
  Centennial, CO

Other Businesses

HIDDEN POINT METROPOLITAN DISTRICT, NOT INV RELATED, GREENWOOD VILLAGE, CO, DIRECTOR, START 1/10/2006, .50 HOURS PER MONTH, ZERO DURING TRADING, ATTENDING MEETINGS REVIEWING THE PARKS AND LANDSCAPING FOR PARKS AND REC SERVICES.; TRUSTEE FOR REDPOINT CAPITAL MANAGEMENT LLC PSP, INV RELATED, CASTLE PINES, CO, START: 9/11/2019, 1 HR/MONTH, 1 HR DURING TRADING, FINET PRACTICE PSP.; REDPOINT CAPITAL MANAGEMENT, INVT RELATED, DENVER, CO, 100% OWNERSHIP, START DATE 6/1/2012, 160 HRS PER MONTH, 140 HRS DURING TRADING, FINET PRACTICE.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, COLUMBUS, OH, START: 2/15/2023, 5 HOURS A MONTH, 2 HOURS DURING TRADING.; POWER OF ATTORNEY FOR FATHER, INV RELATED, COLUMBUS, OH, START: 2/15/2023, 5 HOURS A MONTH, 2 HOURS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-06-18
• S63 Uniform Securities Agent State Law Examination
  1988-11-07