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Laura J

Series 63, Series 65

Southampton, NY

Wells Fargo Clearing

Laura Jayne is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at Chase Investment Services Corp. and Merrill. Outside of her advisory role, she is involved in managing a rental property in Southampton, NY. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers brokerage and advisory solutions and utilizes research and analytics to support its investment approach.

Retired Founder/Business Owner
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Keith J

Series 63, Series 65, Series 66

Southampton, NY

Wells Fargo Clearing

Keith Juengerkes is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, with prior experience at Morgan Stanley & Co. LLC. Outside of his advisory role, he is involved in RAM Catering, a business he has operated since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Andrew B

Series 63, Series 65

Southampton, NY

Wells Fargo Clearing

Andrew Baris is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and offering 28 years of industry experience. He previously worked at Morgan Stanley Private Bank for ten years before joining Wells Fargo in 2019. Baris serves on the East Hampton Village Zoning Board of Appeals. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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