Jodie Daniel

Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 11/2016
  Wells Fargo Advisors Llc
  Winstom-Salem, NC
• 11/2016 → 10/2022
  Wells Fargo Clearing Services, Llc
  Winstom-Salem, NC
• 10/2022 → 04/2025
  Wells Fargo Advisors Financial Network, Llc
  Winstom-Salem, NC
• 04/2025 → Present
  &Partners
  Nashville, TN

Previous Registrations

• 2022-10-07 → 2025-04-17
  Wells Fargo Advisors Financial Network, Llc
  Winston-Salem, NC
• 2014-07-11 → 2022-10-07
  Wells Fargo Clearing Services, Llc
  Winston Salem, NC
• 2012-02-08 → 2014-07-07
  Ameriprise Financial Services, Llc
  Winston Salem, NC

Exams

• S66 Uniform Combined State Law Examination
  2011-12-01

Other Names

• Jodie Nichelle Sanders
• Jodie Nichelle Sanders
• Jodie Sanders Daniel