Jessica DavisCRD Number: 6536530
Current Firm: Wells Fargo Clearing Services, LLC
Jessica Davis (CRD# 6536530) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Radnor, PA and has over 4 years of experience in the finance industry.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|Wells Fargo Clearing Services, LLC||Dover, DE||Nov 2016 - Current||5|
|Wells Fargo Bank, Na||Dover, DE||Oct 2009 - Current||12|
|Wells Fargo Advisors, LLC||Dover, DE||Jul 2015 - Nov 2016||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2018|
|S63||Uniform Securities State Law Examination||Nov 2017|
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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