Juliane Werner

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

• 04/2013 → 06/2024
  Wells Fargo Bank, Na
  Fort Meyers, FL
• 02/2020 → 06/2024
  Wells Fargo Clearing Services, Llc
  Fort Meyers, FL
• 06/2024 → 07/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Naples, FL
• 08/2024 → 07/2026
  Bank Of America, N.A.
  Naples, FL
• 07/2026 → Present
  Wells Fargo Clearing Services, Llc
  Naples, FL

Previous Registrations

• 2024-07-10 → 2026-07-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bonita Springs, FL
  Estero, FL
  Bonita Springs, FL
  Naples, FL
  Naples, FL
  Naples, FL
  Fort Lauderdale, FL
  Naples, FL
• 2020-09-18 → 2024-06-18
  Wells Fargo Clearing Services, Llc
  Estero, FL
  Naples, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-09-17