Jessica Urbanski

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

• 11/2015 → 08/2020
  Morgan Stanley
  Greenwood Village, CO
• 05/2022 → 12/2025
  Morgan Stanley
  Greenwood Village, CO
• 09/2020 → 05/2022
  Amg National Trust Bank
  Greenwood Village, CO
• 01/2026 → Present
  Wells Fargo Clearing Services, Llc
  Denver, CO
• 02/2016 → 08/2020
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2022-05-23 → 2025-12-15
  Morgan Stanley
  Greenwood Village, CO
• 2016-03-04 → 2020-09-02
  Morgan Stanley
  Ft. Lauderdale, FL
  Greenwood Village, CO
• 2006-11-29 → 2011-07-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Boca Raton, FL
  New York, NY
• 2006-06-20 → 2006-11-28
  Merrill Lynch Trust Company
  Boca Raton, FL
  New York, NY

Other Businesses

*501942 - US Enterprises Colorado, LLC; Investment related Yes; Denver, Colorado; warehousing, transportation, logistics; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 2; Silent Partner

Exams

• S66 Uniform Combined State Law Examination
  2016-02-12
• S65 Uniform Investment Adviser Law Examination
  2006-05-26
• S63 Uniform Securities Agent State Law Examination
  2000-09-20

Designations

• Certified Financial Planner

Other Names

• Jessica Mary Silverberg
• Jessica S Urbanski
• Jessica Silverberg Urbanski