Jeffrey Bessling

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

• 08/2008 → 11/2016
  Wells Fargo Advisors Llc
  Towson, MD
• 11/2016 → 10/2023
  Wells Fargo Clearing Services, Llc
  Towson, MD
• 10/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Hunt Valley, MD

Previous Registrations

• 2010-03-29 → 2023-10-06
  Wells Fargo Clearing Services, Llc
  Hunt Valley, MD
  Hunt Valley, MD
  Hunt Valley, MD
  Hunt Valley, MD

Other Businesses

MONKTON FARMS HOA, NOT INV RELATED, MONKTON, MD, PRESIDENT, START 5/4/2022, 4 HOURs PER MONTH, 0 HOURS DURING TRADING, MAINTAIN COMMON AREAS AND ORGANIZE GATHERINGS. LATTICEWORK INVESTMENT ADVISORS, LLC; INV RELATED; HUNT VALLEY, MD; 50% OWNERSHIP; START 10/2023; 160 HOURS PER MONTH; 160 HOURS DURING TRADING; FINET TRANSITION.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-26

Other Names

• Jeff Wayne Bessling
• Jeffrey Bessling
• Jeffrey Wayne Bessling