Jeffrey Neuwirth

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Fort Lauderdale, FL
• 11/2016 → 10/2022
  Wells Fargo Clearing Services, Llc
  Fort Lauderdale, FL
• 10/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Naples, FL

Previous Registrations

• 2008-01-01 → 2022-10-24
  Wells Fargo Clearing Services, Llc
  Fort Lauderdale, FL
  Ft. Lauderdale, FL
  Aventura, FL
• 2006-09-25 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Ft. Lauderdale, FL
  St. Louis, MO
• 1993-07-31 → 2006-09-05
  Citigroup Global Markets Inc.
  Hallandale, FL
  Hallandale, FL

Other Businesses

JLN FINANCIAL, LLC; INV. RELATED; DAVIE, FL; 100% OWNERSHIP; START DATE 5/3/2024; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; FINET PRACTICE. BARONS ARMS; NOT INV RELATED; PORT SAINT LUCIE , FL; RETAIL SALES OF HUNTING EQUIPMENT ; SALESMAN; START DATE: 02/06/2026; 64 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-04-09

Other Names

• Jeffrey Lawrence Neuwith
• Jeffrey Laurance Neuwirth
• Jeffrey Neuwirth
• Jeffrey Lawrence Neuwirth
• Jeffrey Laurence Neuwirth