Eleanor Jacobs

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:

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Clayton, MO
• 11/2016 → 06/2023
  Wells Fargo Clearing Services, Llc
  Clayton, MO
• 06/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Chesterfield, MO

Other Businesses

MAGIS, LLC; INV. RELATED; CHESTERFIELD,MO; 16.6% OWNERSHIP; START DATE 06/02/2023; NUMBER OF HOURS PER MONTH 140; NUMBER OF HOURS DURING TRADING 140; FINET PRACTICE. E JACOBS CFP, LLC; INV. RELATED; CHESTERFIELD,MO; 100% OWNERSHIP; START DATE 06/02/2023; NUMBER OF HOURS PER MONTH 140; NUMBER OF HOURS DURING TRADING 140; FINET PRACTICE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-19
• S63 Uniform Securities Agent State Law Examination
  1993-04-16

Designations

• Certified Financial Planner

Other Names

• Ellie Jacobs
• Eleanor Ann Jacobs
• Eleanor Siegel Jacobs