Jeremy Ryan Denny

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

• 07/2016 → 06/2018
  Morgan Stanley
  Syracuse, NY
• 08/2016 → 06/2018
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 06/2018 → 04/2026
  Wells Fargo Clearing Services, Llc
  Sarasota, FL
• 04/2026 → Present
  Wells Fargo Advisors Financial Network, Llc
  Harford, NY

Previous Registrations

• 2018-06-18 → 2026-04-09
  Wells Fargo Clearing Services, Llc
  Sarasota, FL
  Venice, FL
  St. Petersburg, FL
  Clinton, NY
  Syracuse, NY
• 2015-05-15 → 2018-06-06
  Morgan Stanley
  Waltham, MA
  Syracuse, NY

Other Businesses

JRDENNY LLC ; INV RELATED; SYRACUSE, NY; LLC;100% OWNERSHIP; START DATE: 10/28/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING;| STALWORTH WMG LLC 17.3%; INV RELATED;UTICA,NY; FINET;17.3% OWNERSHIP; START DATE: 01/23/2026; 15 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2015-05-15