Jennifer Suleman

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

• 02/2012 → 11/2016
  Wells Fargo Advisors Llc
  Miami, FL
• 11/2016 → 03/2022
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 03/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Vero Beach, FL

Previous Registrations

• 2012-02-23 → 2022-03-10
  Wells Fargo Clearing Services, Llc
  Miami, FL
  Miami, FL
  Coral Gables, FL
  Miami, FL
  Orchid, FL
  Vero Beach, FL
• 2009-06-01 → 2012-03-08
  Morgan Stanley
  Greenwich, CT
  Aventura, FL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Greenwich, CT
• 2006-03-29 → 2007-04-02
  Morgan Stanley Dw Inc.
  Greenwich, CT

Other Businesses

CO-TRUSTEE FOR FAMILY MEMBER'S TRUST; INV. RELATED; MIAMI BEACH, FL; START 8/28/2012; 0 HRS PER MONTH.| CO-TRUSTEE FOR FAMILY MEMBER'S TRUST; INV. RELATED; MIAMI BEACH, FL; START 6/2/2010; 0 HRS PER MONTH.| CO-TRUSTEE OF TRUST FBO FAMILY MEMBERS; INV. RELATED; MIAMI BEACH, FL; START 6/2/2010; 0 HRS PER MONTH.| 7845 ATLANTIC WAY LLC; NOT INV RELATED; ORCHID, FL; 100% OWNERSHIP BY SPOUSE; CHECKWRITING ONLY; START 4/17/2021; ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, ESTATE AND TAX PLANNING SERVICES.| 7833 ATLANTIC WAY LLC; NOT INV RELATED; ORCHID, FL; 100% OWNERSHIP BY SPOUSE; CHECKWRITING ONLY; START 4/17/2021; ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, ESTATE AND TAX PLANNING SERVICES.| 42 ST. MARY'S LLC; NOT INV RELATED; ORCHID, FL; 100% OWNERSHIP BY SPOUSE; CHECKWRITING ONLY; START 4/17/2021; ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, ESTATE AND TAX PLANNING SERVICES.| 5959 COLLINS AVE. 1606 LLC; NOT INV RELATED; ORCHID, FL; 100% OWNERSHIP BY SPOUSE; CHECKWRITING ONLY; START 4/17/2021; ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, ; ESTATE AND TAX PLANNING SERVICES.| 451 BROOME ST. LLC; NOT INV RELATED; ORCHID, FL; 100% OWNERSHIP BY SPOUSE; CHECKWRITING ONLY; START 4/17/2021; ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, ESTATE AND TAX PLANNING SERVICES.| 2136 S. PORPOISE POINT LLC; NOT INV RELATED; ORCHID, FL; 100% OWNERSHIP BY SPOUSE; CHECKWRITING ONLY; START 4/19/2021; ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, ; ESTATE AND TAX PLANNING SERVICES.| PRISM CAPITAL LLC, INV RELATED, ORCHID, FL, 100% OWNERSHIP, START 1/7/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.;| 7355 69TH ST., LLC, INV RELATED, VERO BEACH, FL, 100% OWNED BY SPOUSE, CHECKWRITING ONLY, START: 9/12/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING, ESTATE AND TAX PLANNING PURPOSES.| PLANT IRC LLC; INV RELATED; VERO BEACH, FL; GROW AND SELL PLANTS AND TREES; 50% OWNERSHIP; START DATE 04/18/2025; 5 HOURS PER MONTH; 0 HOURS DURING TRADING| BEACHSIDE DRIVE LLC; INV RELATED; ORCHID, FL; 100% OWNERSHIP; START DATE 06/11/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS| LOXODONTA VENTURE LLC; INV RELATED; ORCHID, FL; 100% OWNERSHIP; START DATE 06/11/2025; 1 HOUR PER MONTH; 0 HOURS PER MONTH DURING TRADING| VERO BEACH EQUESTRIAN CLUB LLC; INV RELATED; VERO BEACH, FL; HORSE BOARDING AND LESSONS; 100% OWNERSHIP; START DATE 06/11/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS VARIOUS ACTING JOBS; NOT INV RELATED; TBD,FL; I WOULD BE IN PRINT, OR TV; ACTOR; START DATE: 01/06/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;|

Exams

• S66 Uniform Combined State Law Examination
  2006-03-28

Other Names

• Jenna Smith
• Jennifer Cortney Smith