Jacqueline Jeanette Keele
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$252.3BFirm assets
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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
10 years in the industry.
- Wells Fargo Advisors Financial Network, LLCMay 2026 to now
- Wells Fargo Clearing Services, LLCAug 2022 to May 2026
- 40lbs Coffee BarMar 2022 to Aug 2022
- Full-time EducationJul 2021 to Mar 2022
- WellrithmsSep 2018 to Jul 2021
- Jim & Patty's CoffeeOct 2016 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OR, 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
- 7609529
- Firm CRD
- 11025