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Todd K
Series 66
Short Hills, NJ
Wells Fargo Advisors
Todd Kohlhepp is a financial advisor at Wells Fargo Advisors in Short Hills, NJ, holding a Series 66 designation. He has been working in the financial industry since 2026, with prior experience at LPL Enterprise LLC and a diverse background including roles at DoorDash and Mathematica. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations, with implementation options through multiple brokerage and advisory programs.
Ashley R
CFP®, Series 66
Short Hills, NJ
Wells Fargo Advisors
Ashley Rey is a Certified Financial Planner (CFP®) with 15 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. Prior to this, she worked within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009. Outside of her advisory role, she is a member of the finance committee for the New Jersey Audubon Society. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting net-worth thresholds, utilizing Wells Fargo’s research and tools to develop customized recommendations.
Jaclyn P
Series 66
Short Hills, NJ
Wells Fargo Advisors
Jaclyn Pennella is a financial advisor with Wells Fargo Advisors in Short Hills, NJ, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2009. Outside of her advisory role, she serves as a co-leader of a Girl Scouts troop and acts as co-trustee for family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral relationships.
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