Birmingham, AL Highway 280 Office

Jacob Cohen is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 65 registrations and four years of industry experience. His prior work includes roles at Trustmark Bank, American Pacific Mortgage, and Goldwater Bank. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Jesse Saunders is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding a Series 66 designation and 19 years of industry experience. He previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, Saunders serves as a board member for the Lake Point Estates Homeowners Association and is a silent partner in a restaurant business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s approach is IPS-driven and incorporates a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Frederic Sjostrom III is a CFP®-certified financial advisor with 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, Sjostrom serves as an observer for USA Ultimate, officiating ultimate frisbee games. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven approach incorporates modern portfolio theory and includes both discretionary and non-discretionary investment management, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Laura Britt is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding a Series 66 designation and 21 years of industry experience. She previously worked at Bank of America and Merrill, with tenures of five and fifteen years respectively. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Richard Britt Jr. is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Outside of his advisory role, he serves as a power of attorney for his parents. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Conjia Bridges is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch since 1999 prior to joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tyler Hinton is a financial advisor with Wells Fargo Clearing in Birmingham, AL, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at LPL Enterprise LLC, Navigate Wealth Management, and Regions Bank. 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.