Jaime L Zarlenga-siegler

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
CA	RA	APPROVED	2023-03-30
OH	RA	APPROVED	2023-03-29
TX	RA	APPROVED	2023-03-29

CA RA
APPROVED

Since 2023-03-30
OH RA
APPROVED

Since 2023-03-29
TX RA
APPROVED

Since 2023-03-29

Branch Locations

12010 Mayfield Road [Office Of Convenience], Cleveland, OH 44106 • United States

3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States

33 River Street [Satellite], Chargin Falls, OH 44022 • 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
Ubs Financial Services Inc.	Pepper Pike	OH	02/2007	03/2023
Wells Fargo Advisors Financial Network, Llc	Beachwood	OH	03/2023	Present

02/2007 → 03/2023

Ubs Financial Services Inc.

Pepper Pike, OH
03/2023 → Present

Wells Fargo Advisors Financial Network, Llc

Beachwood, OH

Previous Registrations

2007-02-09 → 2023-04-26

Ubs Financial Services Inc.

Pepper Pike, OH

Pepper Pike, OH

Pepper Pike, OH

Pepper Pike, OH
2004-03-11 → 2007-02-09

Keybanc Capital Markets Inc.

Pepper Pike, OH

Pepper Pike, OH

Other Businesses

JZ WEALTH MANAGEMENT LLC, INV RELATED, CHAGRIN FALLS, OH, 100% OWNERSHIP, START 4/2/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INV RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START 12/1/24, 8 HRS PER MONTH, 8 HRS DURING TRADING, INSURANCE PRACTICE;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-03-08
S63	Uniform Securities Agent State Law Examination	2001-04-20

S65 Uniform Investment Adviser Law Examination

2004-03-08
S63 Uniform Securities Agent State Law Examination

2001-04-20

Designations

Certified Financial Planner

Other Names

Jamie Lynn Zarlenga
Jaime Lynn Zarlenga
Jaime Lynn Zarlenga Siegler

View on SEC IAPD