Janie Lopez Rodriguez

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

• 01/2015 → Present
  Wells Fargo Bank, Na
  Austin, TX
• 06/2021 → Present
  Favor Delivery (Considered Self Employment
  Austin, TX
• 08/2021 → Present
  Wells Fargo Clearing Services, Llc
  Austin, TX

Other Businesses

FAVOR, NOT INV RELATED, AUSTIN, TX, RUNNER, START 7/23/2021, 40 HOURS PER MONTH, ZERO HOURS DURING TRADING, FOOD DELIVERY SERVICE. DOORDASH, NOT INV RELATED, SAN FRANCISCO, DASHER, START 4/19/2024, 24 HOURS PER MONTH, ZERO HOURS DURING TRADING, FOOD DELIVERY.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-14

Other Names

• Janie Lopez
• Janie Lopezrodriguez