Fred Jaramillo

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

• 09/2010 → 09/2016
  Morgan Stanley
  Westfield, NJ
• 09/2016 → 01/2019
  Morgan Stanley
  Short Hills, NJ
• 01/2019 → Present
  Wells Fargo Advisors Financial Network, Llc
  Warren, NJ

Previous Registrations

• 2010-10-11 → 2019-01-15
  Morgan Stanley
  Westfield, NJ
  Short Hills, NJ
• 2003-12-08 → 2010-09-10
  Ubs Financial Services Inc.
  Westfield, NJ
  Westfield, NJ

Other Businesses

MRFJ CAPITAL CORP; INVESTMENT RELATED; SPRINGFIELD,NJ; 50% OWNERSHIP; START DATE 03/12/2020; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 8; OWNER OF THE FINET PRACTICE.; TRUSTEE FOR MRFJ CAPITAL CORP 401K PSP, INV RELATED, SPRINGFIELD, NJ, START: 9/4/2020, 2 HRS/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR MRFJ CAPITAL CORP 401K (FBO 1 ASSOCIATE), INV RELATED, SPRINGFIELD, NJ, START: 9/4/2020, 2 HR/MONTH, 0 HRS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2003-11-25

Designations

• Certified Financial Planner