Southampton, NY Hampton Rd Office

Laura Jayne is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of services including investment advisory, financial planning, and retirement plan consulting, supported by large-scale research and analytics.

Keith Juengerkes is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and possessing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors. Outside of his advisory role, he is involved with RAM Catering. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

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.