JG
JG

Jennifer Galvin

9 Years of Experience
Wilmington, DE
Broker

Jennifer Galvin is a registered investment advisor at Wells Fargo Advisors, based in Wilmington, DE, with 9 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

1013 Centre Rd, Ste 229, Wilmington, DE, 19805

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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 Financial Network, LLCBroker
October 2023 - Present · 2 yrs 7 mos
Wells Fargo Advisors
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
RBC Capital Markets, LLCBroker
July 2017 - November 2023 · 6 yrs 4 mos
RBC Capital Markets, LLC
July 2017 - November 2023 · 6 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2017 - July 2017 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2016 - July 2017 · 1 yr 3 mos
State Registrations1 state
DE
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.
Jennifer Galvin - Financial Advisor | TrueAdvisor