Tammy Jones

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Aiken, SC
• 11/2016 → 03/2019
  Wells Fargo Clearing Services, Llc
  Aiken, SC
• 03/2019 → 07/2025
  Wells Fargo Advisors Financial Network, Llc
  Aiken, SC
• 07/2025 → Present
  &Partners
  Nashville, TN

Previous Registrations

• 2019-03-14 → 2025-07-22
  Wells Fargo Advisors Financial Network, Llc
  Aiken, SC
• 2008-01-01 → 2019-03-14
  Wells Fargo Clearing Services, Llc
  Aiken, SC
• 2005-09-06 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Aiken, SC
  Aiken , SC
  St. Louis, MO

Other Businesses

NOTARY PUBLIC, NOT INV RELATED, STATE OF SC, START 3/18/2019, 1 HOUR PER MONTH, ZERO DURING TRADING, NOTARIZE DOCUMENTS PERSONAL REP FOR GRANDMOTHER; INV RELATED; SALLEY, SC; START: 8/14/18; 4 HRS/MO; 0 DURING TRADING.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, SALLEY, SC, START: 1/01/2017, 0 HRS/MONTH, 0 HRS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-02
• S63 Uniform Securities Agent State Law Examination
  2001-11-09

Other Names

• Tammy Rene Jones
• Tammy Rene Smith
• Tammy Rene Smith
• Tammy Rene Jones
• Tammy Jones Huckabee
• Tammy Huckabee