Jane PettyCRD Number: 1438115
Current Firm: Wells Fargo Investment Institute, Inc.
Jane Petty (CRD# 1438115) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Minneapolis, MN and has 1 year of experience in the finance industry.
Thrivent Advisor Network, LLC
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Wells Fargo Investment Institute, Inc.||Minneapolis, MN||Nov 2021 - Current||< 1|
|Wells Fargo Bank, Na||Minneapolis, MN||Nov 2016 - Oct 2021||4|
|Galliard Capital Management||Minneapolis, MN||Mar 2009 - Oct 2016||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2021|
Total Assets Under Management51,248MILLIONS
Total Number of Accounts16,271ACCOUNTS
Average Account Value$3,149,674
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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