Jenni Christiansen

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 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

• 11/1999 → Present
  Wells Fargo Bank
  Lincoln, NE
• 03/2020 → Present
  Wells Fargo Clearing Services
  Omaha, NE

Other Businesses

FOUNDATION FOR EDUCATIONAL SERVICES INC, NOT INV RELATED, LINCOLN, NB, AUDIT COMMITTEE CHAIRPERSON, START 9/1/2022, .15 HOURS PER MONTH, ZERO HOURS DURING TRADING, PROVIDING OVERSIGHT OF FINANCIAL REPORTING. PIUS X FOUNDATION, INV RELATED, LINCOLN, NE, FINANCE COMMITTEE MEMBER, START 11/14/2023, .33 HOURS PER MONTH, ZERO HOURS DUIRNG TRADING, REVIEWING IPS, FINANCIALS, AND BUDGETS.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-30
• S63 Uniform Securities Agent State Law Examination
  2004-08-13

Other Names

• Jenni La Ree Christiansen
• Jenni Laree Christiansen