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Jennifer Lee Lawrence

Investment adviser representative at Wells Fargo Advisors
21 yearsExperience
2 statesRegistered in
$252.3BFirm assets
26 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

21 years in the industry.

  1. Wells Fargo Advisors Financial Network, LLCAug 2026 to now
  2. Wells Fargo Clearing Services, LLCAug 2022 to Aug 2026
  3. Jennifer Lawrence Consulting LLCApr 2021 to Aug 2022
  4. Allegheny Financial Group, LtdJul 2005 to Apr 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2026
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (PA, TX).

Wells Fargo Advisors

Legal name: Wells Fargo Advisors Financial Network, LLC

$252.3BAssets managed
466,575Clients
3,612Advisers
26 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5016235
Firm CRD
11025
Advisor's SEC record (opens in a new tab)
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