Jennifer Lynn Jones

CRD 2076678 · Wells Fargo Advisors · Front Royal, VA

IA RegisteredBroker

Also appears in the source record as: Jennifer Jones Diaz; Jennifer L. Jones; Jennifer Jones Diaz; Jennifer Jones Mowbray

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 6TOSIESeries 7Series 63Series 65
Registered states (3): District Of Columbia · Maryland · Virginia
Years in the industry (source record): 14
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (9)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Front Royal, VA · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Front Royal, VA · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Front Royal, VA · IA capacity

start not retrieved → present
Heritage Financial LLC
Gainesville, VA · IA capacity

Oct 13, 2020 → Oct 1, 2025
Allstate Financial Advisors, LLC
Charlottesville, VA · IA capacity

Mar 6, 2020 → Nov 19, 2020
Allstate Financial Services, LLC
Charlottesville, VA · BC capacity

Mar 6, 2020 → Nov 19, 2020
Ameriprise Financial Services, Inc.
Winchester, VA · IA capacity

May 1, 2013 → Jan 22, 2020
Ameriprise Financial Services, Inc.
Winchester, VA · BC capacity

Nov 14, 2012 → Jan 22, 2020
Pnc Investments
Frederick, MD · BC capacity

Aug 18, 2011 → Nov 14, 2012

Source & corrections

Where this page comes from

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