JB
JB

Jodie Brennan

7 Years of Experience
Irvine, CA
Broker

Jodie Brennan is a registered investment advisor at Wells Fargo Advisors, based in Irvine, CA, with 7 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

18800 Von Karman Ste B, [Satellite], Irvine, CA, 92612

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wells Fargo Advisors
December 2020 - Present · 5 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2020 - Present · 5 yrs 10 mos
Previous Registrations
Citigroup Global Markets INC.Broker
August 2008 - June 2009 · 10 mos
Citigroup Global Markets INC.
August 2008 - June 2009 · 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 2005 - September 2006 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2005 - September 2006 · 1 yr 1 mo
State Registrations30 states
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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.