Janna Sirmans

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

• 05/2009 → 05/2022
  Wells Fargo Advisors Financial Network Llc
  Fort Myers, FL
• 08/2022 → Present
  Wells Fargo Clearing Services, Llc
  Fort Myers, FL

Previous Registrations

• 2015-11-23 → 2022-04-04
  Wells Fargo Advisors Financial Network, Llc
  Fort Myers, FL
• 2003-03-19 → 2006-03-16
  Morgan Stanley Dw Inc.
  Cape Coral, FL
• 1996-02-15 → 2002-10-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ft Meyers, FL

Other Businesses

Judith Schmidt, mother, I have been appointed as her POA, Healthcare Surrogate, Executor/Personal Representative on Last Will & Surrogate on Living Will. Investor in a Private Equity DOI - Beer Republic Brewing, LLC PARTNER.CO; NOT INV RELATED; DRAPER, UT; BRAND PARTNER; START DATE 7/9/2024; 3 HOURS PER MONTH; 0 DURING TRADING; SALES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-18
• S63 Uniform Securities Agent State Law Examination
  2015-05-05

Other Names

• Janna Lyn Schmidt
• Janna Lyn Sirmans