Jennifer Ebeid, financial advisor San Jose CA
88 score

Jennifer Ebeid

CRD Number: 6282588
Current Firm: Wells Fargo Advisors, LLC

Jennifer Ebeid (CRD# 6282588) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in San Jose, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Pleasant Hill, CA Dec 2013 - Current 3
Wells Fargo Bank Na Pleasant Hill, CA Aug 2001 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Jennifer R. Ebeid
Phone Number: 314-875-3000
Registered State(s):
  • CA
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
88
Clean Record
This advisor has a clean track record with regulators.

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