Jolene Duplain

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
  Boca Raton, FL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL
• 04/2026 → Present
  Wells Fargo Advisors Financial Network
  Boca Raton, FL

Previous Registrations

• 2001-01-11 → 2003-07-01
  Prudential Equity Group, Llc
  Boca Raton, FL

Other Businesses

POWER OF ATTORNEY FOR MOTHER; INVESTMENT RELATED; BOCA RATON, FL; POA; 02/01/2025; 2 HOURS PER MONTH; NO HOURS DURING TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-12-12
• S63 Uniform Securities Agent State Law Examination
  2000-04-24

Other Names

• Jodi K Duplain
• Jodi K Isaacs
• Jodi K Isaacs
• Isaacs Duplain
• Jolene K Duplain