Jennifer Ann Yanulavich

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

• 01/2018 → Present
  Wells Fargo Clearing Services, Llc
  Athens, GA
• 02/2011 → 12/2017
  Aon Hewitt
  Atlanta, GA

Other Businesses

CO-TRUSTEE FOR NEPHEW'S TRUST; INV. RELATED; BROOKHAVEN, GA; START 4/2010; 1 HR PER MONTH; 0 HRS DURING TRADING.; TRUSTEE FOR NIECE, INV RELATED, BROOKHAVEN, GA, START: 8/12/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR NEPHEW, INV RELATED, BROOKHAVEN, GA, START: 8/9/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING.; EXECUTOR FOR BROTHER, INV RELATED, BROOKHAVEN, GA, START: 5/20/2024, 40 HOURS A MONTH, 0 HOURS DURING TRADING.; BROOKHAVEN ROTARY CLUB; INV RELATED; BROOKHAVEN, GA; TREASURER; 07/2025; 3 HOURS PER MONTH; 0 HOURS DURING TRADING; MEMBERSHIP ORGANIZATION THAT SERVES THE COMMUNITY | GEORGIA ROTARY DISTRICTS CHARACTER EDUCATION PROGRAM, INV RELATED, SMYRNA, GA, FINANCE COMMITTEE MEMBER, START: 9/20/2024, 3 HOURS A MONTH, 0 HOURS DURING TRADING, SUPPORTING EDUCATION AND CHARACTER BUILDING WITHIN GEORGIA HIGH SCHOOLS. | GEORGIA ROTARY DISTRICTS CHRACTER EDUCATION PROGRAM; NOT INV RELATED; SMYRNA, GA; TREASURER; 09/2025; 1 HOUR PER MONTH; 0 DURING TRADING; THE PROGRAM SPONSORS THE GA LAWS OF LIFE ESSAY CONTEST

Exams

• S66 Uniform Combined State Law Examination
  2018-03-15

Designations

• Certified Financial Planner

Other Names

• Jennifer Yanulavich