Joseph Gregory Jaensen

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

• 08/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Denver, CO
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Denver, CO

Previous Registrations

• 2009-06-01 → 2014-08-08
  Morgan Stanley
  Denver, CO
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Denver, CO
  Centennial, CO
• 1999-01-01 → 2007-04-02
  Morgan Stanley Dw Inc.
  Centennial, CO
  St. Paul, MN

Other Businesses

PUKSTA FOUNDATION, INVT RELATED, DENVER, CO, INVESTMENT COMMITTEE, START DATE 1/22/2016, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS AND PROVIDING UPDATES ON ASSET ALLOCATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-13
• S63 Uniform Securities Agent State Law Examination
  1995-02-01

Other Names

• Joe Jaensen