Janet Schoenberger

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 → 11/2016
  Wells Fargo Advisors Llc
  Fort Worth, TX
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX

Previous Registrations

• 2007-04-02 → 2009-01-26
  Morgan Stanley & Co. Llc
  Ft. Worth, TX
• 2006-04-27 → 2007-04-02
  Morgan Stanley Dw Inc.
  Ft. Worth, TX
• 2004-06-28 → 2004-08-30
  Raymond James & Associates, Inc.
  Ft Worth, TX
• 2003-05-28 → 2004-06-21
  Comerica Securities
  Dallas, TX

Other Businesses

EAGLE MOUNTAIN LAKE EQUESTRIAN CENTER, NOT INVESTMENT RELATED, 8997 BOAT CLUB RD. FT WORTH TX, HORSEBACK RIDING, INSTRUCTOR, START DATE 12/01/06, 20 HRS PER MNTH, NOT DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2003-05-23

Other Names

• Janet Lee Ghormley
• Janet Lee Warren