Jennifer Woods O’Donnell: Advisor Fired by Wells Fargo

Williamsville, New York financial advisor Jennifer Woods O’Donnell (CRD# 1865488) was terminated by her former member firm in connection with alleged rule violations. Financial Industry Regulatory Authority records show that the former Wells Fargo broker is currently registered with RBC Capital Markets.

Ms. Woods O’Donnell’s BrokerCheck report discloses her firing from Wells Fargo. Filed in January 2026, the disclosure states that the firm terminated her in connection with allegations of “trading activity in an account of a client who the Financial Advisor subsequently learned was deceased.” It provides no additional information regarding the alleged underlying activity.

A second disclosure on her BrokerCheck report concerns an investor complaint against her. Filed in 2017, it alleged that as a representative of Wells Fargo Advisors, she did not properly explain that FDIC insurance did not apply to Puerto Rico bonds investments. The complaint reached a settlement of $11,362.70.

In a statement included with the disclosure, Ms. O’Donnell Woods defended herself against the allegations. “Client instructed advisor to sell bonds,” the statement reads. “Client was aware at the time the sell instruction was given that interest may or may not accrue given bond default status. Client changed his mind regarding bonds and the trades were reversed as an accommodation to the client.”

According to the Financial Industry Regulatory Authority, Jennifer Woods O’Donnell holds 28 years of securities industry experience. Based in Williamsville, New York, she has been registered as a broker and an investment advisor with RBC Capital Markets since February 2026. Her past registrations include Wells Fargo Advisors, Wells Fargo Clearing Services, and AG Edwards & Sons. Her credentials include the passage of three securities industry qualifying exams: the Securities Industry Essentials Examination, or SIE; the Uniform Securities Agent State Law Examination, or Series 63; and the General Securities Representative Examination, or Series 7. She holds 31 state licenses. (Information current as of May 20, 2026.)

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