Jeffrey Ghienjoen Woei

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Tampa, FL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Tampa, FL

Previous Registrations

• 1996-03-05 → 2007-07-07
  Citigroup Global Markets Inc.
  Tampa, FL
  Tampa, FL

Other Businesses

RENTAL PROPERTY - INVESTMENT RELATED. TAMPA, FL. OWNER. START: 1/1/2014. 0 HRS PER MONTH. NO DUTIES. PASCO COUNTY SCHOOLS OVERSIGHT COMMITTEE; NOT INV. RELATED; LAND O LAKES, FL; START DATE 11/30/2022; 1 HR PER QUARTER; 0 HRS DURING TRADING; DUTIES: ATTEND QUARTERLY MEETINGS AND RUN THROUGH AGENDA ITEMS WITH BOARD.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-15
• S63 Uniform Securities Agent State Law Examination
  1986-03-06

Other Names

• Jeffery Ghienjoen Woei