Regan David Jones

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

• 09/2009 → 11/2016
  Wells Fargo Advisors, Llc
  Metairie, LA
• 11/2016 → 08/2017
  Wells Fargo Clearing Services, Llc
  Metairie, LA
• 08/2017 → Present
  Wells Fargo Advisors Financial Network, Llc
  Lake Charles, LA

Previous Registrations

• 2014-04-25 → 2017-08-11
  Wells Fargo Clearing Services, Llc
  Metairie, LA
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Lafayette, LA
  Lake Charles, LA

Other Businesses

JONES-PRICE WEALTH MANAGEMENT, LLC, INV RELATED, LAKE CHARLES, LA, 10% OWNERSHIP, START: 08/08/2017, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE LLC.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-25

Other Names

• Regan Jones
• Regan David Jones