Stacie Bogan Wolfe

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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
  Charlotte, NC
• 11/2016 → 04/2019
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 04/2019 → 02/2021
  Unemployed
  Stanley, NC
• 02/2021 → 05/2021
  Wells Fargo Clearing Services
  Charlotte, NC
• 02/2023 → Present
  Edward Jones
  St. Louis, MO
• 05/2021 → 02/2023
  Unemployed
  Stanley, NC

Previous Registrations

• 2021-02-25 → 2021-05-21
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  Charlotte, NC
• 2015-05-19 → 2019-04-08
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-19
• S63 Uniform Securities Agent State Law Examination
  2001-02-13

Other Names

• Stacie B Wolfe
• Stacie Bogan Wolfe
• Stacie Lynn Bogan