Jill Elizabeth Spiegelberg

CRD 4488143 · Wells Fargo Advisors · Mclean, VA

IA RegisteredBroker

Also appears in the source record as: Jill Elizabeth Shapiro; Jill Spiegelberg

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 65Series 63Series 66
Registered states (18): California · Colorado · Connecticut · District Of Columbia · Florida · Georgia · Maryland · Massachusetts · Michigan · Minnesota · Nevada · New Jersey · New York · North Carolina · Pennsylvania · Tennessee · Texas · Virginia
Years in the industry (source record): 20
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 (11)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Mclean, VA · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Mclean, VA · BC capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith Incorporated
North Bethesda, MD · IA capacity

Apr 3, 2023 → Jan 23, 2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated
North Bethesda, MD · BC capacity

Mar 31, 2023 → Jan 23, 2026
Citigroup Global Markets Inc.
Washington, DC · IA capacity

Apr 15, 2020 → Apr 5, 2023
Citigroup Global Markets Inc.
Washington, DC · BC capacity

Apr 6, 2020 → Apr 5, 2023
Morgan Stanley
Annapolis, MD · IA capacity

Sep 22, 2015 → Mar 17, 2020
Morgan Stanley
Annapolis, MD · BC capacity

Jan 13, 2015 → Mar 17, 2020
Neuberger Berman LLC
New York, NY · IA capacity

Apr 19, 2005 → Apr 3, 2012
Neuberger Berman LLC
New York, NY · BC capacity

Feb 22, 2005 → Apr 3, 2012
Ubs Financial Services Inc.
Weehawken, NJ · BC capacity

Jan 17, 2003 → Feb 23, 2005

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 4488143 ↗ FINRA BrokerCheck record for CRD 4488143 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.