Jennifer Lau, financial advisor San Francisco CA
90 score

Jennifer Lau

CRD Number: 5929953
Current Firm: Wells Fargo Advisors, LLC

Jennifer Lau (CRD# 5929953) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC San Francisco, CA Dec 2013 - Current 3
Ubs Financial Services Inc. San Francisco, CA Jul 2013 - Dec 2013 < 1
Wells Fargo Advisors, LLC Walnut Creek, CA May 2011 - Jul 2013 2
San Diego Housing Commission San Diego, CA Jul 2010 - May 2011 < 1
San Diego State University San Diego, CA Jun 2009 - Jul 2010 1
Infinity Group San Diego, CA Jan 2009 - Jun 2009 < 1
San Diego State University San Diego, CA Nov 2006 - Jan 2009 2
Washington Mutual Pleasanton, CA Jun 2004 - Nov 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Jennifer J. Lau
Phone Number: 314-875-3000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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