Jyl Schaer

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  New Philadelphia, OH
• 11/2016 → 09/2024
  Wells Fargo Clearing Services, Llc
  New Philadelphia, OH
• 09/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  New Philadelphia, OH

Previous Registrations

• 2011-10-05 → 2024-09-20
  Wells Fargo Clearing Services, Llc
  New Philadelphia, OH
  New Philadelphia, OH

Other Businesses

BOUGHT THE FARM, INC.; INV. RELATED; NORTH LAWRENCE, OH, 50% OWNERSHIP WITH SPOUSE, START DATE 9/23/2024, 2 HRS PER MONTH, 0 HRS DURING TRADING, FARM LAND RENTAL PROPERTY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-10
• S63 Uniform Securities Agent State Law Examination
  2011-07-02

Other Names

• Jyl Kathryn Abraham
• Jyl Kathryn Cindia
• Jyl Kathryn Schaer