Invested Better
Unclaimed

Unclaimed

Unclaimed

Jennifer Childrey Smith

Wells Fargo Advisors Financial Network, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jennifer? Claim Your Profile

About Jennifer Childrey Smith

Jennifer Childrey Smith is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jennifer has been in the financial services industry since 2000. Jennifer is registered with the state of Texas and Virginia as an investment advisor representative. Jennifer also holds Series 7, 63, 66, 24 and 53 licenses and has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.

Firm Information

Jennifer Smith is currently registered with Wells Fargo Advisors Financial Network, LLC. Wells Fargo Advisors Financial Network, LLC is a Limited Liability Company headquartered in St. Louis, Missouri. Founded in 2003, the firm offers a range of investment advisory services to individual and institutional clients, including financial planning, portfolio management, and pension consulting. Wells Fargo Advisors Financial Network, LLC is registered with the SEC and in all 50 states and the District of Columbia. The firm manages over $154 billion in regulatory assets under management.
Wells Fargo Advisors Financial Network, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103

$154.19B

Assets Under Management

2,434

Total Clients

3,095

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

investment consulting services to institutional clients

Investment consulting services to institutional clients

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jennifer Smith’s Registration & Firm History

VA

05/03/2024 - Present

Wells Fargo Advisors Financial Network, LLC (RICHMOND VA)

VA

05/23/2012 - 05/03/2024

WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)

VA

05/26/2000 - 05/24/2012

SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)

VA

03/30/2000 - 05/26/2000

CRESTAR SECURITIES CORPORATION (RICHMOND VA)

NC

03/27/1998 - 06/17/1998

WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)

Not sure if Jennifer Childrey Smith is right for you?

Licenses & Designations

BOTH

Issued 12/11/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/26/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/27/2000

Series 24 - General Securities Principal Examination

BC

Issued 05/21/1997

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/1998

Series 7 - General Securities Representative Examination

BC

Issued 11/25/1996

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Childrey Smith.
Not sure if Jennifer Childrey Smith is right for you?