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Jessica Marxer

Wells Fargo Advisors Financial Network, LLC

Alexandria, VA

CRD 3174916

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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:

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
TX RA APPROVED 2024-05-16
VA RA APPROVED 2024-05-16
  • TX RA
    APPROVED
    Since 2024-05-16
  • VA RA
    APPROVED
    Since 2024-05-16

Branch Locations

99 Canal Canter Plz Suite 310, Alexandria, VA 22314 • 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
Wells Fargo Advisors Llc Alexandria VA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Alexandria VA 11/2016 05/2024
Wells Fargo Advisors Financial Network, Llc Alexandria VA 05/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-13
S63 Uniform Securities Agent State Law Examination 1999-11-16
  • S66 Uniform Combined State Law Examination
    2017-03-13
  • S63 Uniform Securities Agent State Law Examination
    1999-11-16
Other Names
  • Jessica Lynn Marxer
  • Jessica Lynn Marxer
  • Jessica Jackson

View on SEC IAPD

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INTEGRATED WEALTH CONCEPTS LLC
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Nearby Investors

Cristina Gabalda
MARIO GABALDA
JOHN. W EXNER

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Alexandria, VA
INTEGRATED WEALTH CONCEPTS LLC · Alexandria, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Alexandria, VA

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