JT
JT

Jeffrey Thiele

42 Years of Experience
Port Jefferson, NY
2 DisclosuresBroker

Jeffrey Thiele is a registered investment advisor at Wells Fargo Advisors, based in Port Jefferson, NY, with 42 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

70 N Country Rd Ste 301, Port Jefferson, NY, 11777

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History

Regulatory History (2)
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.
Customer Dispute
July 2008
Closed-No Action
Customer Dispute
June 1993
Award / Judgment
Employment History
Current Registrations
Wells Fargo Advisors
July 2021 - Present · 5 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - Present · 18 yrs 9 mos
Previous Registrations
A. G. Edwards & Sons, INC.Broker
July 1988 - January 2008 · 19 yrs 6 mos
First Empire Securities, INC.Broker
July 1986 - August 1988 · 2 yrs 1 mo
Macpeg, Ross, O'connell & Goldaber, INC.Broker
May 1984 - June 1986 · 2 yrs 1 mo
State Registrations30 states
ARAZCACOCTDCDEFLGAHIINLAMAMDMEMIMNNCNJNVNYORPARISCSDTNUTVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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