Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Johnson is a financial advisor with Wells Fargo Clearing Services, LLC and has been working in the financial industry since August 8, 2015. Jennifer holds Series 66, Series 10, Series 9, Series 79, and Series 7 licenses and has been registered with the state of Illinois, Arkansas, Massachusetts, and Utah. Jennifer has previously worked with J.P. Morgan Securities LLC and Moelis & Company LLC.
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
MO
01/29/2024 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
IL
06/18/2019 - 06/02/2021
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
07/21/2016 - 03/11/2019
MOELIS & COMPANY LLC (CHICAGO IL)
IL
01/28/2013 - 08/28/2014
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BOTH
Issued 01/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/23/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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