Jessie Barrett

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Hinsdale, IL
• 11/2016 → 12/2023
  Wells Fargo Clearing Services, Llc
  Hinsdale, IL
• 12/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Hinsdale, IL

Previous Registrations

• 2002-11-08 → 2023-12-01
  Wells Fargo Clearing Services, Llc
  Hinsdale, IL
  Hinsdale, IL

Other Businesses

TRUSTEE FOR PARENTS INSURANCE TRUST, INV RELATED, CLARENDON HILLS, IL, START: 2/2011, LESS THAN 1 HOUR PER MONTH/O DURING TRADING. JESSIE BARRETT LLC, INV RELATED, CLARENDON HILLS, IL, START DATE: 8/4/23, 0 HRS PER MONTH, 0 HRS DURING TRADING. BARRETT GROUP WEALTH MANAGEMENT LLC; INV. RELATED; HINSDALE, IL; 100% OWNERSHIP; FINET; START DATE 8/1/2023; 160 HRS PER MONTH; 160 HRS DURING TRADING. GOODFELLOWS GROUP PARTNERSHIP; NOT INV. RELATED; HINSDALE, IL; 12.5% OWNERSHIP/BOARD MEMBER; LOCAL PHILANTHROPY; START DATE 10/1/2001; 1 HOUR PER MONTH; 0 DURING BUSINESS HOURS; DUTIES ATTEND PARTNERSHIP MEETINGS, REVIEW AND APPROVE PARTNERSHIP GIVING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-27
• S63 Uniform Securities Agent State Law Examination
  1999-02-04

Designations

• Certified Financial Planner

Other Names

• Jessie Joseph Barrett
• Jessie Barrett