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Jennifer Lane Engelhardt

Wells Fargo Advisors Financial Network, LLC

Red Bank, NJ

Bethesda, MD

CRD 4757054

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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
NJ RA APPROVED 2024-05-17
TX RA APPROVED_RES 2024-05-13
  • NJ RA
    APPROVED
    Since 2024-05-17
  • TX RA
    APPROVED_RES
    Since 2024-05-13

Branch Locations

331 Newman Springs Road Building 3 Suite 330 [Satellite], Red Bank, NJ 07701 • United States

7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • 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 Oakhurst NJ 02/2011 11/2016
Wells Fargo Clearing Services, Llc Oakhurst NJ 11/2016 05/2024
Wells Fargo Advisors Financial Network, Llc Red Bank NJ 05/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-17
S63 Uniform Securities Agent State Law Examination 2005-05-02
  • S66 Uniform Combined State Law Examination
    2011-06-17
  • S63 Uniform Securities Agent State Law Examination
    2005-05-02
Other Names
  • Jennifer Lane Engerhardt

View on SEC IAPD

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Nearby Investors

MATTHEW FRANK WILK
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Nearby Offices

CLEAR WAVE WEALTH MANAGEMENT, LLC · RED BANK, NJ
MILLINGTON SECURITIES, LLC · RED BANK, NJ
HARTSHORNE GROUP, LLC · RED BANK, NJ

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