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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

AuthorityCategoryStatusDate
SC RA APPROVED 2026-04-06
  • SC RA
    APPROVED
    Since 2026-04-06

Branch Locations

One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES

320 Broad St, Charleston, SC 29401 • United States

Wells Fargo Clearing Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2017-07-11
MO RA APPROVED 2014-10-14
  • SC RA
    APPROVED
    Since 2017-07-11
  • MO RA
    APPROVED
    Since 2014-10-14

Branch Locations

349 W Coleman Blvd Ste 301, Mount Pleasant, SC 29464 • United States

320 Broad St 4Th Fl [Rbo], Charleston, SC 29401 • United States

320 Broad St, Charleston, SC 29401 • United States

Summerville, 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
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc St Louis MO 09/2014 11/2016
Wells Fargo Clearing Services, Llc St Louis MO 11/2016 Present
Wells Fargo Advisors Financial Network 29401 SC 04/2026 Present
  • 09/2014 → 11/2016
    Wells Fargo Advisors, Llc
    St Louis, MO
  • 11/2016 → Present
    St Louis, MO
  • 04/2026 → Present
    Wells Fargo Advisors Financial Network
    29401, SC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-17
S63 Uniform Securities Agent State Law Examination 2000-10-03
  • S66 Uniform Combined State Law Examination
    2012-01-17
  • S63 Uniform Securities Agent State Law Examination
    2000-10-03
Other Names
  • Jennifer Ann Schulz
  • Jennifer Ann Gregory
  • Jennifer Ann Gregory

View on SEC IAPD

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