Suzanne
Jurenek

Wells Fargo Clearing Services, LLC

CRD#4374293
Investment Advisor
in Atlanta, GA
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About this Advisor

Suzanne Jurenek is a financial advisor based in Atlanta, Georgia. Currently an investment advisor at Wells Fargo Clearing Services, LLC, they have gathered 13 years of work experience. Jurenek holds a Series 63 license, qualifying the advisor as a securities broker. Jurenek is able to work with investors in Texas. Their career trajectory has included roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Bk Adams & Associates, Pruco Securities, LLC, The Prudential Insurance Company Of America, Wells Fargo Clearing Services, LLC and Wells Fargo Advisors. Wells Fargo Clearing Services, LLC is headquartered in Atlanta, Georgia, and has 6,557 additional brick-and-mortar locations across the country. As a registered investment firm, Wells Fargo Clearing Services, LLC manages $473 billion in assets across 1,432,715 client accounts and employs more than 26,409 people. The level of assets currently under the firm's management places it among the largest firms in the United States. 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 investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Wells Fargo Clearing Services, LLC can provide 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

13 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

3280 Peachtree Rd Ne 3Rd and 4Th Fls [Rbo]
Atlanta, GA 30305

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

GA Average: 458
Total Number of Accounts

1,434,106

GA Average: 33,415
Average Account Size

$302,067

GA 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

Suzanne Jurenek Work History

Suzanne has 13 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors

2014 - 2016 (2 years)

Pruco Securities, LLC

2014 - 2016 (2 years)

The Prudential Insurance Company Of America

2011 - 2014 (3 years)

Bk Adams & Associates

2009 - 2011 (2 years)

Morgan Stanley Smith Barney

2005 - 2009 (4 years)

Citigroup Global Markets Inc

Disclosures

Suzanne Jurenek has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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