Elizabeth Anne Jensen

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

• 04/2010 → 04/2021
  Wells Fargo Bank
  Irvine, CA
• 04/2021 → 06/2025
  Northern Trust Securities
  Austin, TX
• 04/2021 → 06/2025
  Northern Trust Bank
  Austin, TX
• 06/2025 → Present
  Wells Fargo Clearing Services, Llc
  Austin, TX

Other Businesses

RENTAL PROPERTY; INV RELATED; RANCHO SANTA MARGARITA, CA; 100& OWNERSHIP; 05/2021; 1 HOUR PER MONTH; 0 DURING TRADING; RENTAL INCOME GREATER AUSTIN ASIAN CHAMBER OF COMMERCE FOUNDATION; NOT INV RELATED; AUSTIN,TX; BOARD MEMBER; START DATE: 01/12/2026; 2.5 HRS PER MONTH; 0 HRS DURING TRADING; GREATER AUSTIN ASIAN CHAMBER OF COMMERCE FOUNDATION (GAACCF); NOT INV RELATED;AUSTIN,TX; WOMEN'S FINANCIAL EDUCATION PROGRAM L; START DATE: 03/31/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2025-06-09
• S63 Uniform Securities Agent State Law Examination
  2021-09-27

Designations

• Certified Financial Planner

Other Names

• Elizabeth Anne Jackson
• Liz Jensen