Jennifer Marie Rice

Employer firm

Scott Capital Advisors, LLC CRD 307980

$1.13B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → 11/2016
  Wells Fargo Advisors Llc
  Portsmouth, NH
• 11/2016 → 07/2020
  Wells Fargo Clearing Services, Llc
  Portsmouth, NH
• 08/2020 → Present
  Scott Capital Advisors, Llc
  Portland, OR

Previous Registrations

• 2011-06-09 → 2020-08-17
  Wells Fargo Clearing Services, Llc
  Portsmouth, NH
  Portsmouth, NH
  Portland, OR
• 2011-01-03 → 2011-05-12
  Wells Fargo Clearing Services, Llc
  Tacoma, WA
• 2007-05-24 → 2011-01-03
  Wells Fargo Investments, Llc
  Vancouver, WA
  Tacoma, WA

Exams

• S66 Uniform Combined State Law Examination
  2007-05-14

Other Names

• Jennifer Marie Shoemake
• Jennifer Marie Rice
• Jennifer Marie Rice
• Jennifer Marie Rice