Jennifer Suleman is a registered investment advisor at Wells Fargo Advisors, based in Vero Beach, FL, with 20 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
2770 Indian River Blvd, Suite 303, [Office of Convenience], Vero Beach, FL, 32960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer serves as co-trustee for family member's trusts and has 100% ownership in Prism Capital LLC. Her spouse owns several LLCs for which Jennifer performs check writing duties, and she has 50% ownership in Plant IRC LLC, which grows and sells plants and trees, dedicating a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations12 states
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