Jenna Elise Malone

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

• 11/2018 → 01/2024
  Jpmorgan Chase Bank, N.A.
  Arlington, TX
• 08/2018 → 11/2018
  Olives Mediterranean Grill
  Arlington, TX
• 05/2017 → 12/2018
  Lake Arlington Golf Course
  Arlington, TX
• 05/2017 → 11/2018
  Texas Rangers Baseball Cub
  Arlington, TX
• 02/2018 → 05/2018
  Tuesday Morning
  Tyler, TX
• 03/2017 → 05/2017
  Gap
  Tyler, TX
• 02/2018 → 03/2018
  Academy Sports & Outdoors
  Tyler, TX
• 07/2015 → 02/2017
  Unemployed
  Arlington, TX
• 02/2024 → 09/2024
  Tiaa-Cref Individual & Institutional Services, Llc
  Lewisville, TX
• 02/2024 → 09/2024
  Tiaa
  Lewisville, TX
• 08/2021 → 01/2024
  J.P. Morgan Securities Llc
  Arlington, TX
• 07/2025 → 06/2026
  Jpmorgan Chase Bank, N.A.
  Arlington, TX
• 07/2025 → 06/2026
  J.P. Morgan Securities Llc
  Arlington, TX
• 09/2024 → 07/2025
  Infinite Digital
  Arlington, TX
• 07/2026 → Present
  Wells Fargo Clearing Services, Llc
  Bedford, TX
• 06/2026 → Present
  Wells Fargo Bank, Na
  Bedford, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-23
• S63 Uniform Securities Agent State Law Examination
  2021-10-27

Other Names

• Jenna Malone
• Jenna Elise Malone
• Jenna E Malone
• Jenna E. Malone