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Wells Fargo Advisors Financial Network, LLC CRD 11025
$252B regulatory AUM 2,990 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-26 |
| NJ | RA | APPROVED | 2024-02-23 |
| TX | RA | APPROVED | 2024-02-23 |
Branch Locations
One Town Center Road Suite 660 [Satellite], Boca Raton, FL 33486 • United States
3825 Pga Boulevard Ste 601, Palm Beach Gardens, FL 33410 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Summit | NJ | 05/2009 | 12/2016 |
| Janney Montgomery Scott Llc | Bedminster | PA | 12/2016 | 02/2024 |
| Wells Fargo Advisors Financial Network, Llc | Short Hills | NJ | 02/2024 | Present |
CHASE GP, LLC ; INV RELATED; PALM BEACH GARDENS, FL; MERCHANT PARTNERSHIP;90% OWNERSHIP; START DATE: 11/21/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-04 |
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