Jude D Jeannis

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Hillsboro, OR
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Hillsboro, OR

Previous Registrations

• 2004-10-28 → 2011-01-03
  Wells Fargo Investments, Llc
  Hillsboro, OR
  Portland, OR
  Beaverton, OR
  Portland, OR
  Portland, OR
  Portland, OR
• 2002-04-03 → 2002-07-31
  Ameriprise Financial Services, Llc
  Vancouver, WA

Other Businesses

PORTLAND ART MUSEUM, INVT RELATED, PORTLAND, OR, INVESTMENT COMMITTEE MEMBER, START DATE 8/14/2023, 0.15 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, DISCUSSING AND LISTENING TO HOW THE PORTFOLIO MANAGER HAS PERFORMED AND THEIR RECOMMENDATIONS TO ADJUSTMENTS.

Exams

• S66 Uniform Combined State Law Examination
  2002-03-28