Jeff Pittsley

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

• 08/2011 → Present
  Wells Fargo Advisors Financial Network Llc
  Indianapolis, IN

Previous Registrations

• 2008-01-01 → 2011-08-05
  Wells Fargo Clearing Services, Llc
  Indianapolis, IN
• 1998-12-30 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Indianapolis, IN
  Indianapolis, IN
  St. Louis, MO

Other Businesses

POWER OF ATTORNEY FOR FATHER, INV RELATED, ZIONSVILLE, IN, START: 7/01/2019, 0 HRS/MONTH, 0 HRS DURING TRADING. PITTSLEY INVESTMENT GROUP, INC; INVESTMENT RELATED; INDIANAPOLIS,IN; 100% OWNERSHIP; START DATE 08/01/2011; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 160; OWNER OF FINET PRACTICE. PR CAPITAL, LLC; INVESTMENT RELATED; INDIANAPOLIS,IN; 50% OWNERSHIP; START DATE 08/01/2011; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 4; SUPPORT COMPANY OF FINET PRACTICE.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-08-14

Designations

• Certified Financial Planner

Other Names

• Jeff Pittsley
• Jeffrey Clark Pittsley