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Jeffrey Eiler

Wells Fargo Advisors
44 Years of Experience
Fort Lauderdale, FL
13 DisclosuresBroker
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Jeffrey Eiler is a registered investment advisor at Wells Fargo Advisors, based in Fort Lauderdale, FL, with 44 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
View Full SEC Brochure

Location

350 E Las Olas Blvd 19th Fl, Fort Lauderdale, FL, 33301

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History

Regulatory History (13)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
April 2021
Final Disposition
Customer Dispute
October 2018
Settled
Customer Dispute
May 2017
Settled
Customer Dispute
February 2017
Settled
Customer Dispute
November 2016
Settled
Customer Dispute
July 2016
Settled
Customer Dispute
December 2015
Denied
Customer Dispute
July 2015
Settled
Customer Dispute
April 2015
Denied
Customer Dispute
March 2015
Denied
Customer Dispute
January 2015
Denied
Customer Dispute
October 2009
Settled
Customer Dispute
June 1995
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
July 2007 - Present · 18 yrs 10 mos
Wells Fargo Clearing Services, LLC
February 2006 - Present · 20 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
February 2006 - Present · 20 yrs 3 mos
Previous Registrations
Janney Montgomery Scott LLCBroker
July 2001 - March 2006 · 4 yrs 8 mos
Prudential Securities IncorporatedBroker
June 1997 - July 2001 · 4 yrs 1 mo
Painewebber IncorporatedBroker
March 1993 - July 1997 · 4 yrs 4 mos
Nationsbanc Securities, INC.Broker
October 1989 - March 1993 · 3 yrs 5 mos
Commvest Securities,inc.Broker
November 1987 - November 1989 · 2 yrs
Thomson Mckinnon Securities INC.Broker
March 1983 - December 1987 · 4 yrs 9 mos
First Jersey Securities, INC.Broker
April 1982 - March 1984 · 1 yr 11 mos
Investacorp, INC.Broker
March 1982 - March 1983 · 1 yr
Useden Securities CorporationBroker
January 1982 - March 1982 · 2 mos
State Registrations13 states
ALCACTFLGAILMDNCNYPASCTNTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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