JS
CFP
JS
CFP

Jenny Shin

12 Years of Experience
Los Angeles, CA
Broker

Jenny Shin is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Los Angeles, CA, with 12 years of industry experience. Jenny 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.

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

1999 Avenue of the Stars, Ste 2200, Los Angeles, CA, 90067

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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 Clearing Services, LLC
February 2022 - Present · 4 yrs 8 mos
Wells Fargo Advisors
February 2022 - Present · 4 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Morgan Stanley
October 2018 - February 2022 · 3 yrs 4 mos
Morgan StanleyBroker
October 2018 - February 2022 · 3 yrs 4 mos
J.P. Morgan Securities LLC
May 2014 - September 2018 · 4 yrs 4 mos
J.P. Morgan Securities LLCBroker
April 2014 - September 2018 · 4 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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