Jacob Matthew Boggs

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

• 05/2015 → Present
  Wells Fargo Advisors Financial Network, Llc
  Atlanta, GA

Previous Registrations

• 2008-01-01 → 2015-05-21
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
  Atlanta, GA
• 2003-03-18 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Atlanta, GA
  Atlanta, GA
  St. Louis, MO

Other Businesses

CO-TRUSTEE FOR COUSIN; INVESTMENT RELATED; SMYRNA, GA; START DATE 4/2014; 2 HRS PER MONTH; 0 HRS DURING TRADING. BPC WEALTH MANAGEMENT LLC, INV RELATED, ATLANTA, GA, 33.33% OWNERSHIP, START 5/22/2015, 160 HOURS PER MONTH, 130 HOURS DURING TRADING, FINET PRACTICE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-24
• S63 Uniform Securities Agent State Law Examination
  1999-03-18

Designations

• Certified Financial Planner