Jeri Uhrich, financial advisor Casper WY
96 score

Jeri Uhrich

CRD Number: 4613283
Current Firm: Wells Fargo Clearing Services, LLC

Jeri Uhrich (CRD# 4613283) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Casper, WY and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Cheyenne, WY Nov 2016 - Current 1
Wells Fargo Advisors, LLC Cheyenne, WY Mar 2016 - Nov 2016 < 1
Bancwest Investment Services Cheyenne, WY Mar 2007 - Mar 2016 9
Bank Of The West Cheyenne, WY Mar 2007 - Mar 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S65 NASAA Investment Advisors Law Examination Sep 2003
Contact Info for Jeri L. Uhrich
Phone Number: 314-875-3000
Registered State(s):
  • CO
  • WY
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
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, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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