Hedy Jane Smith

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

• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Chicago, IL
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Chicago, IL

Other Businesses

EXECUTOR FOR FATHER'S ESTATE, INV RELATED, HIGHLAND PARK, IL, START: 8/19/2024, 10 HOURS A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR FATHER'S TRUST, INV RELATED, HIGHLAND PARK, IL START: 8/19/2024, 10 HOURS A MONTH, 0 HOURS DURING TRADING. | RENTAL PROPERTY; INV RELATED; HIGHLAND PARK, IL; 100% OWNERSHIP; 03/2025; 2 HOURS PER MONTH; NO HOURS DURING TRADING; | RENTAL PROPERTY - PARK; INV RELATED; HIGHLAND PARK,IL; RENTAL;100% OWNERSHIP; START DATE: 12/15/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| PARK AVENUE CONDOMINIUM ASSOCIATION ; NOT INV RELATED; HIGHLAND PARK,IL; HOA; PRESIDENT; START DATE: 01/05/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-20
• S63 Uniform Securities Agent State Law Examination
  1999-03-22

Other Names

• Hedy Jane Nehmadi
• Hedy Jane Nehmadi
• Hedy Jane Lambert