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Jennifer Reed

21 Years of Experience
Midland, TX
Broker

Jennifer Reed is a registered investment advisor at Wells Fargo Advisors, based in Midland, TX, with 21 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

24 Smith Rd, Ste 275, Midland, TX, 79705

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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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Other Business Activities

Jennifer has ownership stakes in Sonse Wealth Management LLC and Sonse Wealth Management LP, both investment-related entities. She dedicates a full-time commitment to these activities.

Employment History
Current Registrations
Wells Fargo Advisors
May 2019 - Present · 7 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2019 - Present · 7 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2008 - May 2019 · 10 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
October 2008 - May 2019 · 10 yrs 7 mos
Citigroup Global Markets INC.
September 2004 - November 2008 · 4 yrs 2 mos
Citigroup Global Markets INC.Broker
May 2004 - November 2008 · 4 yrs 6 mos
State Registrations14 states
AZCOILLAMAMIMOMSNMOKORTXVTWY
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.