Jeffrey B. Baumhoer

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:

Current Employers

Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-01-18
SC	RA	APPROVED	2016-11-10

TX RA
APPROVED

Since 2024-01-18
SC RA
APPROVED

Since 2016-11-10

Branch Locations

Okatie, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward D. Jones & Co., L.P.	Beaufort	SC	10/1989	09/2016
Wells Fargo Advisors Financial Network, Llc	Beaufort	SC	11/2016	Present

10/1989 → 09/2016

Edward D. Jones & Co., L.P.

Beaufort, SC
11/2016 → Present

Wells Fargo Advisors Financial Network, Llc

Beaufort, SC

Previous Registrations

2006-10-06 → 2016-10-14

Edward Jones

Port Royal, SC

Other Businesses

AURORA APPLIANCE, LLC; NON INV RELATED; OKATIE, SC; OWNER; APPLIANCE INSTALLATION & REPAIR; START: 10/18/18; 2-4 HRS/MO; 0 DURING TRADING.; GRAND OAK WEALTH MANAGEMENT, LLC, INV RELATED, BEAUFORT, SC, 100% OWNERSHIP, START: 11/11/2016, 160 HRS/MONTH, 132 HRS DURING TRADING, FINET PRACTICE LLC. GARY A COUSE LIVING TRUST; INV RELATED; OKATIE, SC; TRUSTEE; TRUSTEE/CO-TRUSTEE; START DATE: 09/23/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING;|

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1989-06-27

S63 Uniform Securities Agent State Law Examination

1989-06-27

Designations

Certified Financial Planner

Other Names

Jeffrey Bernard Baumhoer

View on SEC IAPD