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Jennifer Joanne Lanigan

Wells Fargo Clearing Services, LLC

Woodbury, NY

CRD 3135102

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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:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-04
NY RA APPROVED 2026-05-21
  • TX RA
    APPROVED
    Since 2026-06-04
  • NY RA
    APPROVED
    Since 2026-05-21

Branch Locations

88 Froehlich Farm Blvd, Woodbury, NY 11797 • 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 Clearing Services, Llc Woodbury NY 05/2026 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 06/1997 05/2026
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-13
S63 Uniform Securities Agent State Law Examination 1998-12-12
  • S66 Uniform Combined State Law Examination
    2005-09-13
  • S63 Uniform Securities Agent State Law Examination
    1998-12-12
Other Names
  • Jennifer J Romero
  • Jennifer Joanne Romero
  • Jenn Lanigan

View on SEC IAPD

Nearby Firms

VANDERBILT ADVISORY SERVICES
CONSOLIDATED PORTFOLIO REVIEW CORP
FUSION FAMILY WEALTH, LLC

Nearby Investors

BRETT IAN GOLDSTEIN
AARON DELSIGNORE
PHILIP MICHAEL SCHOLLER

Nearby Offices

VANDERBILT ADVISORY SERVICES · WOODBURY, NY
CONSOLIDATED PORTFOLIO REVIEW CORP · WOODBURY, NY
FUSION FAMILY WEALTH, LLC · WOODBURY, NY

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