Pamela Jean Guggenheim

Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → 11/2016
  Wells Fargo Advisors Llc
  Pepper Pike, OH
• 11/2016 → 05/2025
  Wells Fargo Clearing Services, Llc
  Pepper Pike, OH
• 05/2025 → Present
  &Partners
  Nashville, TN

Previous Registrations

• 2011-02-16 → 2025-06-04
  Wells Fargo Clearing Services, Llc
  Pepper Pike, OH
  Dublin, OH
  Columbus, OH
  Columbus, OH
• 2007-02-09 → 2011-02-18
  Ubs Financial Services Inc.
  Pepper Pike, OH
  Pepper Pike, OH
  Pepper Pike, OH
  New Albany, OH
  Pepper Pike, OH
• 1999-05-14 → 2007-02-09
  Keybanc Capital Markets Inc.
  New Albany, OH
  New Albany, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-02-19
• S65 Uniform Investment Adviser Law Examination
  1995-06-05

Other Names

• Pamela Jean Guggenheim
• Pamela Jean Guggenheim
• Pamela Guggenheim
• Pamela Jean Longenbaker
• Pamela Essex
• Pamela Jean Essex