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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:

Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2023-10-13
TX RA APPROVED 2022-09-13
UT RA APPROVED 2022-09-13
  • ID RA
    APPROVED
    Since 2023-10-13
  • TX RA
    APPROVED
    Since 2022-09-13
  • UT RA
    APPROVED
    Since 2022-09-13

Branch Locations

1135 Pier View Dr Ste 170 & 140, Idaho Falls, ID 83402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc St George UT 05/2009 11/2016
Wells Fargo Clearing Services, Llc St George UT 11/2016 09/2022
Wells Fargo Advisors Financial Network, Llc Idaho Falls ID 09/2022 Present
Previous Registrations
Other Businesses

POWER OF ATTORNEY FOR SPOUSE; INV RELATED; IDAHO FALLS, ID; POA; START DATE 06/18/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-18
  • S66 Uniform Combined State Law Examination
    2007-06-18
Other Names
  • Jennifer Jones
  • Jennifer J Hall

View on SEC IAPD

More in Idaho Falls, ID

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