Best Investors Account Sign in

Jennifer Palmer Wheatley

Wells Fargo Advisors Financial Network, LLC

Glastonbury, CT

Claim This Profile
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
CT RA APPROVED 2026-06-11
TX RA APPROVED 2026-06-11
  • CT RA
    APPROVED
    Since 2026-06-11
  • TX RA
    APPROVED
    Since 2026-06-11

Branch Locations

95 Glastonbury Blvd Suite 410 4Th Fl, Glastonbury, CT 06033 • 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 Glastonbury CT 09/2015 11/2016
Wells Fargo Clearing Services, Llc Glastonbury CT 11/2016 06/2026
Wells Fargo Advisors Financial Network, Llc Glastonbury CT 06/2026 Present
Previous Registrations
Other Businesses

NOTARY PUBLIC, INV. RELATED, GLASTONBURY, CT. START: 8/8/17, 1 HOUR/MONTH, 1 HOUR DURING TRADING, NOTARIZES DOCUMENTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-26
S63 Uniform Securities Agent State Law Examination 2014-07-29
  • S65 Uniform Investment Adviser Law Examination
    2018-05-26
  • S63 Uniform Securities Agent State Law Examination
    2014-07-29
Other Names
  • Jennifer E Palmer
  • Jennifer Palmer
  • Jennifer Erin Palmer
  • Jennifer Palmer Wheatley

View on SEC IAPD

Other Firms

USI ADVISORS
USI SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
JANNEY MONTGOMERY SCOTT LLC
INTEGRATED WEALTH CONCEPTS LLC
CORNERSTONE PLANNING GROUP
INTEGRITY ALLIANCE, LLC.

Other Investors

Daniel Robert Casella
STUART SELLARS WALLACE
JOSEPH MICHAEL MATTIA
DENISE M OBRIEN
JOSEPH FRANK DEROSA
BINDU MUKUNDRAY PATEL
CHRISTOPHER JOHN MARTIN
SARAH J BRUNO

Other Offices

USI ADVISORS · GLASTONBURY, CT
USI SECURITIES, INC. · GLASTONBURY, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Glastonbury, CT
CETERA INVESTMENT ADVISERS LLC · GLASTONBURY, CT
AMERIPRISE FINANCIAL SERVICES, LLC · GLASTONBURY, CT
JANNEY MONTGOMERY SCOTT LLC · Glastonbury, CT
INTEGRATED WEALTH CONCEPTS LLC · GLASTONBURY, CT
CORNERSTONE PLANNING GROUP · Glastonbury, CT

More in Glastonbury, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor