Nancy Johnson

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

• 11/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Irvine, CA
• 10/2012 → 11/2022
  Wells Fargo Clearing Services,Llc
  Irvine, CA

Previous Registrations

• 2012-10-15 → 2022-11-07
  Wells Fargo Clearing Services, Llc
  Irvine, CA
• 2009-06-01 → 2012-10-29
  Morgan Stanley
  Irvine, CA
• 1999-10-04 → 2009-06-01
  Citigroup Global Markets Inc.
  Irvine, CA
  Irvine, CA

Other Businesses

NZJJ, INC.; INV. RELATED; IRVINE,CA; 100% OWNERSHIP; START DATE 09/20/2022; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; FINET PRACTICE. JAEJ GROUP, LLC.; INV. RELATED; IRVINE,CA; 25% OWNERSHIP; START DATE 09/20/2022; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; FINET PRACTICE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-24
• S63 Uniform Securities Agent State Law Examination
  1982-08-02

Designations

• Certified Financial Planner

Other Names

• Nancy Jessop
• Nancy Anne Jessop
• Nancy Anne Bergfeld
• Nancy Anne Jessop
• Nancy Jessop Johnson
• Nancy Anne Johnson