Best Investors Account Sign in

Jennifer Feraldi

&Partners

Aiken, SC

Aiken, SC

Clayton, MO

CRD 5426243

Claim This Profile
Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-07-15
  • SC RA
    APPROVED
    Since 2025-07-15

Branch Locations

149 Crepe Myrtle Drive, Aiken, SC 29803 • United States

Aiken, SC • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • 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 Aiken SC 05/2009 11/2016
Wells Fargo Clearing Services, Llc Aiken SC 11/2016 03/2019
Wells Fargo Advisors Financial Network, Llc Aiken SC 03/2019 07/2025
&Partners Nashville TN 07/2025 Present
Previous Registrations
Other Businesses

NOTARY PUBLIC, NOT INV RELATED, STATE OF SC, NOTARY, START 3/18/2019, 10 HOURS PER MONTH, 2 HOURS DURING TRADING, NOTARIZE DOCUMENTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-01
  • S66 Uniform Combined State Law Examination
    2011-09-01
Other Names
  • Jennifer Lynn Leach
  • Jennifer Leach Feraldi
  • Jennifer Lynn Feraldi

View on SEC IAPD

More in Aiken, SC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor