Taylor JessieCRD Number: 5886753
Current Firm: Wells Fargo Clearing Services, LLC
Taylor Jessie (CRD# 5886753) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Louisville, KY and has over 4 years of experience in the finance industry.
Winebrenner Capital Management LLC
Alexander Investment Services Company
|Wells Fargo Clearing Services, LLC||Louisville, KY||Nov 2016 - Current||1|
|Wells Fargo Advisors, LLC||Louisville, KY||Jun 2013 - Nov 2016||3|
|Wells Fargo Advisors||Louisville, KY||Feb 2011 - Jun 2013||2|
|Regional Youth Services, Inc.||Jeffersonville, IN||Apr 2011 - Feb 2012||< 1|
|Unemployed||Louisville, KY||Nov 2010 - Mar 2011||< 1|
|Ky Humane Society||Louisville, KY||May 2010 - Oct 2010||< 1|
|Student||Louisville, KY||Nov 2009 - Apr 2010||< 1|
|Womack-carter Options, LLC||Murray, KY||Jun 2008 - Oct 2009||1|
|Student||Louisville, KY||Aug 2006 - May 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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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