Jennifer
Costello

Wells Fargo Clearing Services, LLC

CRD#3113387
Investment Advisor
in Orlando, FL
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About this Advisor

Jennifer Costello is a financial advisor who works out of Orlando, Florida. Currently an advisor with Wells Fargo Clearing Services, LLC, they have accrued 15 years of work experience. Costello maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Costello is able to serve investors based out of Florida. Throughout their career, they have worked at Wachovia Bank, N.A, Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is located in Orlando, Florida, and has 6,557 offices throughout the country. As a registered investment firm, Wells Fargo Clearing Services, LLC oversees $473 billion in assets dispersed across 1,432,715 client accounts and retains more than 26,409 people. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 39% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Wells Fargo Clearing Services, LLC offers 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

15 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

Yes

Office Location

800 N Magnolia Ave Ste 900 [Rbo]
Orlando, FL 32803

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

FL Average: 458
Total Number of Accounts

1,434,106

FL Average: 33,415
Average Account Size

$302,067

FL 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

Jennifer Costello Work History

Jennifer has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - Present (16 years)

Wachovia Bank, N.A

2003 - 2009 (6 years)

Wachovia Securities, LLC

Disclosures

Jennifer Costello has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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