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Jacob Werner

Wells Fargo Advisors Financial Network, LLC

Chicago, IL

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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-10-06
  • IL RA
    APPROVED
    Since 2025-10-06

Branch Locations

10 South Wacker Drive Suite 2960, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guggenheim Funds Distributors, Llc Chicago IL 05/2022 03/2025
Zack's Investment Research Chicago IL 08/2020 05/2022
Beacon Funding Corporation Chicago IL 07/2018 07/2020
University Of Iowa Iowa City IA 09/2014 05/2018
Wells Fargo Advisors Financial Network, Llc Chicago IL 03/2025 Present
  • 05/2022 → 03/2025
    Guggenheim Funds Distributors, Llc
    Chicago, IL
  • 08/2020 → 05/2022
    Zack's Investment Research
    Chicago, IL
  • 07/2018 → 07/2020
    Beacon Funding Corporation
    Chicago, IL
  • 09/2014 → 05/2018
    University Of Iowa
    Iowa City, IA
  • 03/2025 → Present
    Wells Fargo Advisors Financial Network, Llc
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-06
S63 Uniform Securities Agent State Law Examination 2022-06-28
  • S66 Uniform Combined State Law Examination
    2025-10-06
  • S63 Uniform Securities Agent State Law Examination
    2022-06-28

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

More in Chicago, IL

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