Jennifer MacaleeseCRD Number: 5978797
Current Firm: Wells Fargo Advisors, LLC
Jennifer Macaleese (CRD# 5978797) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Fort Wayne, IN and has over 6 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Wells Fargo Advisors, LLC||Fort Wayne, IN||Oct 2011 - Current||6|
|Wells Fargo Bank, N.a.||Fort Wayne, IN||Apr 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)