Jennifer Lyssy is a registered investment advisor at Wells Fargo Advisors, based in San Antonio, TX, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
434 N. Loop 1604 West, Suite 2203, San Antonio, TX, 78232
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jennifer is the treasurer for the Harlingen High School Girls Soccer Booster, starting in June 2023. She spends a few hours per week collecting and depositing funds, and documenting income and expenses.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS International INC.Broker
UBS International INC.
Tsb Securities, INC.Broker
UBS Painewebber INC.Broker
State Registrations34 states
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.