Jenny
Louie

Wells Fargo Clearing Services, LLC

CRD#5256598
Investment Advisor
in Los Angeles, CA
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About this Advisor

Jenny Louie is a certified financial planner based in Los Angeles, California, who has been in the industry for 11 years. Louie is currently employed by Wells Fargo Clearing Services, LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc (7691), Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Louie has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to operate in California and Texas. Wells Fargo Clearing Services, LLC is a registered investment company that has its headquarters in Los Angeles, California. It has offices in 6,557 locations and a total of 26,409 advisors. It administers $473 billion in assets across its 1,432,715 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 6,248 charities and foundations. Of its 1,432,715 accounts, 39% are associated with high-net-worth investors who have more than $1 million in investable assets. Wells Fargo Clearing Services, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically are based on which services are offered. Fee types charged by Wells Fargo Clearing Services, LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1999 Avenue Of The Stars Ste 2200
Los Angeles, CA 90067

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

CA Average: $11,469,110,461
Total Number of Employees

26,409

CA Average: 458
Total Number of Accounts

1,432,715

CA Average: 33,415
Average Account Size

$330,143

CA Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Jenny Louie Work History

Jenny has 11 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 years)

Wells Fargo Advisors LLC

2007 - 2014 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc (7691)

Disclosures

Jenny Louie has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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