Jessica Lynn Diemer

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

• 03/2012 → 01/2024
  Morgan Stanley
  Columbus, OH
• 03/2017 → 01/2020
  Morgan Stanley Services Group Inc.
  Columbus, OH
• 12/2025 → Present
  Wells Fargo Clearing Services, Llc
  Cincinnati, OH
• 07/2024 → 11/2025
  Citibank
  Columbus, OH
• 01/2024 → 06/2024
  Unemployed
  Columbus, OH

Exams

• S66 Uniform Combined State Law Examination
  2026-01-23
• S63 Uniform Securities Agent State Law Examination
  2013-03-06

Other Names

• Jessica Diemer