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Jeffrey Demark

Wells Fargo Advisors
42 Years of Experience
Toms River, NJ
3 DisclosuresBroker
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Jeffrey Demark is a registered investment advisor at Wells Fargo Advisors, based in Toms River, NJ, 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.

Wells Fargo Advisors
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

530 Lakehurst Rd Ste 301, The Pyramid Center, Toms River, NJ, 08755

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History

Regulatory History (3)
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
February 2015
Settled
Customer Dispute
March 2012
Settled
Customer Dispute
March 2003
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
May 2014 - Present · 12 yrs 5 mos
Wells Fargo Clearing Services, LLC
May 2014 - Present · 12 yrs 5 mos
Wells Fargo Advisors
May 2014 - Present · 12 yrs 5 mos
Previous Registrations
Morgan Stanley
June 2009 - May 2014 · 4 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2014 · 4 yrs 11 mos
Citigroup Global Markets INC.
August 2002 - June 2009 · 6 yrs 10 mos
Citigroup Global Markets INC.Broker
August 1990 - June 2009 · 18 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1984 - August 1990 · 5 yrs 9 mos
Dean Witter Reynolds INC.Broker
February 1984 - November 1984 · 9 mos
State Registrations10 states
FLILKYMANCNJNYPAUTVA
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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