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Jacqueline Bartels

Wells Fargo Advisors Financial Network, LLC

Bethesda, MD

Red Bank, NJ

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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
NJ RA APPROVED 2026-03-06
TX RA APPROVED 2026-03-06
  • NJ RA
    APPROVED
    Since 2026-03-06
  • TX RA
    APPROVED
    Since 2026-03-06

Branch Locations

7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States

331 Newman Springs Road Building 3 Suite 330 [Satellite], Red Bank, NJ 07701 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 10/2009 03/2023
Morgan Stanley Red Bank NJ 04/2023 06/2025
Wells Fargo Clearing Services, Llc Red Bank NJ 06/2025 03/2026
Wells Fargo Advisors Financial Network, Llc Red Bank NJ 03/2026 Present
Previous Registrations
Other Businesses

LARGAY TRAVEL; NOT INV RELATED; WATERBURY, CT; TRAVEL ADVISOR; 06/2025; 5 HOURS PER MONTH; 0 DURING TRADING; TRAVEL ADVISOR

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-20
S63 Uniform Securities Agent State Law Examination 2003-07-31
  • S65 Uniform Investment Adviser Law Examination
    2006-12-20
  • S63 Uniform Securities Agent State Law Examination
    2003-07-31
Other Names
  • Jacqueline Busch
  • Jacqueline Bartels
  • Jacqueline Bartels-Hatfield
  • Jacqueline Bartels

View on SEC IAPD

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Other Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
HIGHTOWER ADVISORS, LLC · BETHESDA, MD
GOLDEN WEALTH STRATEGIES · Bethesda, MD
FIDELIS CAPITAL · Bethesda, MD

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