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Detailed Report
JESSICA LYNN SLAGEL
CRD#: 7017126
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 5823 KANAN RD
AGOURA HILLS, CA 91301
Registration History
201820192020202120222023202420252026IAWELLS FARGO ADVISORS (CRD# 19616)2019 - Present (6 years)BWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2018 - Present (6 years)
License(s)

State Registrations

B
Alaska 12/20/2024
B
New York 2/23/2021
B
Arizona 12/17/2021
B
Ohio 6/10/2020
B
California 4/15/2019
B
Oklahoma 6/4/2024
IA
California 4/15/2019
B
Oregon 9/22/2020
B
Colorado 1/13/2021
B
Pennsylvania 11/2/2020
B
Hawaii 4/3/2025
B
South Carolina 11/3/2020
B
Idaho 10/30/2024
B
Tennessee 1/23/2023
B
Illinois 4/1/2025
B
Utah 11/9/2023
B
Iowa 9/22/2020
B
Washington 11/8/2023
B
Nevada 10/3/2019
B
Wisconsin 4/3/2025

SRO Registrations

B
 Cboe Exchange, Inc.
B
 FINRA
B
 NYSE American LLC
B
 Nasdaq PHLX LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
5823 KANAN RD, AGOURA HILLS, CA 91301
Registered with this firm since 4/15/2019
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
5823 KANAN RD, AGOURA HILLS, CA 91301
Registered with this firm since 12/19/2018
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.