Jeffrey Lawrence Wang

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

• 02/2008 → 09/2016
  Morgan Stanley And Co., Inc
  Jericho, NY
• 06/2009 → 09/2016
  Morgan Stanley Smith Barney
  Jericho, NY
• 01/2015 → 09/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2016 → 05/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY
• 10/2016 → 05/2026
  Bank Of America, N.A.
  Melville, NY
• 05/2026 → Present
  Wells Fargo Advisors Financial Network, Llc
  Melville, NY

Previous Registrations

• 2016-09-23 → 2026-05-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY
  Melville, NY
• 2009-06-01 → 2016-10-03
  Morgan Stanley
  Jericho, NY
• 2008-02-11 → 2009-06-01
  Morgan Stanley & Co. Llc
  Jericho, NY

Other Businesses

I*98635 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: INVESTMENT RELATED: N ADDRESS OF BUSINESS: PORT SAINT LUCIE, FLORIDA 34952 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 7/5/2005 NUMBER OF HOURS DEVOTED: 5 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY I*98636 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: 2 INVESTMENT RELATED: N ADDRESS OF BUSINESS: HUNTINGTON, NEW YORK 11746 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 7/10/2000 NUMBER OF HOURS DEVOTED: 5 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY I*107053 For profit or not for profit: For-Profit Organization Name of outside business organization: NikJess LLC Investment related: N Address of business: ft salonga, New York 11768 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 3/7/2017 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: house flipping I*1113292 For profit or not for profit: Entity For Profit Name of outside business organization: Harbor Wheel Realty LLC Investment related: N Address of business: northport, New York, 11768 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 12/19/2022 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , buying the building that our restaurant will be run out of. I am an investor only. I have no responsibilities and will be spending no time there I*1114250 For profit or not for profit: Entity For Profit Name of outside business organization: Harbor Wheel INC Investment related: N Address of business: Northport, New York, 11768 Nature of business: ["S Corporation"] Position, title, association: ["Owner"], Start date of relationship: 12/19/2022 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , I'm investing in a restaurant as investor only. I have zero responsibilities. I will not be working the restaurant at all I*1123260 For profit or not for profit: Entity For Profit Name of outside business organization: Northport Shipwreck Diner Investment related: N Address of business: Northport, New York, 11768 Nature of business: ["S Corporation"] Position, title, association: ["Owner"], Start date of relationship: 12/23/2022 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , it is a restaurant that I am an investor only. I have no responsibilities, at all

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-22
• S63 Uniform Securities Agent State Law Examination
  1994-04-15

Other Names

• Jeffrey Lawrnce Wang