Jennifer Simmonds
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCNov 2025 to now
- Middle C JazzOct 2024 to now
- Self-rental Real EstateJul 2024 to now
- The Porter's HouseNov 2022 to now
- Ameriprise Financial Services, LLCDec 2024 to Nov 2025
- Ameriprise FinancialJun 2024 to Dec 2024
- Roundpoint Mortgage Servicing LLCFeb 2023 to Jun 2024
- Del Frisco's Double Eagle SteakhouseJun 2021 to Nov 2022
- AmazonApr 2020 to Jul 2021
- Print Works BistroMay 2016 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7938083
- Firm CRD
- 19616