Unclaimed
Jane Michelle Jenkins is a financial advisor with Wells Fargo Clearing Services, LLC, offering financial planning, portfolio management and investment consulting services to individuals, businesses, and institutional clients. Jane is a Registered Representative and Investment Adviser Representative with over 30 years of experience in the industry. She has been with Wells Fargo Advisors LLC since 2009 and Wells Fargo Clearing Services, LLC since 2016. Her areas of specialization include securities, insurance and retirement planning. Jane is licensed in 30 states and has offices in Richmond, Virginia, Charleston, South Carolina, and Manakin Sabot, Virginia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
10/01/1999 - Present
Wells Fargo Clearing Services, LLC (RICHMOND VA)
NC
01/04/1991 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
09/13/1985 - 05/24/1989
WHEAT, FIRST SECURITIES, INC.
NA
10/26/1984 - 02/04/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 09/24/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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