Jill L Conda Jacobson

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

• 08/2015 → 11/2017
  Gregory Wallace
  Edina, MN
• 08/2015 → 11/2017
  Northwestern Mutual Investment Services Llc
  Edina, MN
• 09/2015 → 11/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 11/2017 → Present
  Wells Fargo Clearing Services Llc
  Bloomington, MN

Previous Registrations

• 2015-09-14 → 2017-11-28
  Northwestern Mutual Investment Services, Llc
  Edina, MN
• 2015-01-07 → 2015-08-21
  Ameriprise Financial Services, Llc
  Edina, MN

Other Businesses

PERSONAL REPRESENTATIVE FOR SPOUSE, INV RELATED, BLOOMINGTON, MN, START: 4/27/2023, 15 HOURS A MONTH, 2 HOURS DURING TRADING.; TRUSTEE FOR SPOUSE'S TRUST, INV RELATED, BLOOMINGTON, MN, START: 8/11/2023, 2 HOURS A MONTH, 0 HOURS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-20

Other Names

• Jill L Conda
• Jill Jacobson
• Jill Conda Jacobson
• Jill Conda-Jacobson
• Jill Conda Jacobson
• Jill L Conda
• Jill L Conda Jacobson