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Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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 Advisors Financial Network, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-23
TX RA APPROVED 2025-06-16
  • FL RA
    APPROVED
    Since 2025-06-23
  • TX RA
    APPROVED
    Since 2025-06-16

Branch Locations

1525-B The Greens Way 2Nd Floor Suite 200, Jacksonville Beach, FL 32250 • 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 Advisors, Llc Jacksonville FL 07/2013 11/2016
Wells Fargo Clearing Services, Llc Jacksonville FL 11/2016 06/2025
Wells Fargo Advisors Financial Network, Llc Jacksonville Beach FL 06/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-08-03
S63 Uniform Securities Agent State Law Examination 1996-07-15
  • S65 Uniform Investment Adviser Law Examination
    2000-08-03
  • S63 Uniform Securities Agent State Law Examination
    1996-07-15
Other Names
  • Kimberly Ann Morrow
  • Kimberly Ann Delk

View on SEC IAPD

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