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Jennifer Maher

Wells Fargo Advisors
24 Years of Experience
Greenwich, CT
1 DisclosureBroker
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Jennifer Maher is a registered investment advisor at Wells Fargo Advisors, based in Greenwich, CT, with 24 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 Lafayette Pl, Greenwich, CT, 06830

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2018
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
August 2024 - Present · 2 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Long Neck Services LLCBroker
December 2020 - July 2024 · 3 yrs 7 mos
Hightower Advisors, LLC
December 2018 - December 2018 · 0 mos
Hightower Securities, LLCBroker
November 2018 - December 2018 · 1 mo
J.P. Morgan Securities LLC
March 2014 - December 2018 · 4 yrs 9 mos
J.P. Morgan Securities LLCBroker
November 2013 - December 2018 · 5 yrs 1 mo
UBS Financial Services INC.Broker
April 2012 - November 2013 · 1 yr 7 mos
Credit Suisse Securities (USA) LLCBroker
June 2001 - June 2010 · 9 yrs
Donaldson, Lufkin & Jenrette Securities CorporationBroker
August 1998 - September 2002 · 4 yrs 1 mo
State Registrations24 states
AKAZCACOCTDEFLGAILMAMDMEMNNCNHNJNYOHPATNTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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