Jennifer KuanoniCRD Number: 5045570
Current Firm: Wells Fargo Clearing Services, LLC
Jennifer Kuanoni (CRD# 5045570) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Honolulu, HI and has over 8 years of experience in the finance industry.
Mission Financial Group, LLC
Ameriprise Financial Services, LLC
|Wells Fargo Clearing Services, LLC||Honolulu, HI||Jul 2019 - Current||2|
|Morgan Stanley||Honolulu, HI||May 2018 - Jul 2019||1|
|Wells Fargo Clearing Services, LLC||Honolulu, HI||Nov 2016 - May 2018||1|
|Wells Fargo Advisors, LLC||Honolulu, HI||Nov 2004 - Nov 2016||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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