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Janet Talis

&Partners

Mendham, NJ

Nashville, TN

CRD 5433481

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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
TX RA APPROVED_RES 2024-03-07
NJ RA APPROVED 2024-01-09
  • TX RA
    APPROVED_RES
    Since 2024-03-07
  • NJ RA
    APPROVED
    Since 2024-01-09

Branch Locations

Mendham, NJ • United States

40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • 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 Short Hills NJ 05/2009 11/2016
Wells Fargo Clearing Services, Llc Short Hills NJ 11/2016 12/2023
&Partners, Llc Nashville TN 01/2024 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Short Hills, NJ
  • 11/2016 → 12/2023
    Wells Fargo Clearing Services, Llc
    Short Hills, NJ
  • 01/2024 → Present
    &Partners, Llc
    Nashville, TN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-15
  • S66 Uniform Combined State Law Examination
    2008-07-15
Other Names
  • Janna Talis
  • Janna Tais

View on SEC IAPD

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