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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-28 |
| NJ | RA | APPROVED | 2025-03-03 |
Branch Locations
33 Wood Avenue South 7Th Fl 730 [Satellite], Iselin, NJ 08830 • United States
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Summit | NJ | 11/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Summit | NJ | 11/2016 | 03/2025 |
| Wells Fargo Advisors Financial Network, Llc | Iselin | NJ | 03/2025 | Present |
JACKOWITZ GP, LLC;INV RELATED; ISELIN, NJ; MERCHANT PARTNERSHIP;90% OWNERSHIP; CO-OWNER; START DATE: 08/08/2025; 5 HRS PER MONTH; 5 HRS DURING TRADING;| EAGLE RIDGE TOWNHOUSE SECTION V ; NOT INV RELATED; WEST ORANGE, NJ; TOWN HOUSE COMMUNITY; VICE-PRESIDENT; START DATE: 07/01/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-31 |
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