Jamie Feik

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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

• 02/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Jackson Hole, WY
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Jackson Hole, WY

Previous Registrations

• 2016-03-25 → 2018-07-06
  Wells Fargo Clearing Services, Llc
  Jackson Hole, WY

Other Businesses

THREE RIVERS LLC, NOT INV RELATED, ALPINE, WY, 100% OWNERSHIP WITH SPOUSE, START 3/11/2019, ZERO HOURS PER MONTH, ZERO DURING TRADING, SNOW SHOVELING BUSINESS.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-25

Other Names

• Jamie Lynn Caulkins
• Jamie Lynn Feik