Rebekah Anne Woei

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

• 07/2022 → 12/2023
  Jpmorgan Chase Bank, N.A.
  Plano, TX
• 07/2022 → 12/2023
  J.P. Morgan Securities Llc
  Plano, TX
• 01/2021 → 04/2022
  Potbellys And Painted
  Tallahassee, FL
• 02/2021 → 12/2021
  Kaye Kendrick Enterprises
  Tallahassee, FL
• 10/2018 → 12/2020
  Governors Club
  Tallahassee, FL
• 07/2012 → 09/2018
  Unemployed
  Tallahassee, FL
• 05/2022 → 06/2022
  Unemployed
  Tallahassee, FL
• 12/2023 → Present
  Wells Fargo Clearing Services, Llc
  Tampa, FL

Other Businesses

TAMPA BAY; INV RELATED;TAMPA,FL; VOLUNTEER-LED PROFESSIONAL ASSOCIATION DEDICATED TO ADVANCING WOMEN IN GLOBAL COMMERCE; TREASURER; START DATE: 07/14/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2024-01-11
• S63 Uniform Securities Agent State Law Examination
  2022-10-19

Other Names

• Rebekah Anne Woei
• Rebekah Woei