JV
JV

Jerome Vandemotter

42 Years of Experience
Pepper Pike, OH
3 DisclosuresBroker

Jerome Vandemotter is a registered investment advisor at Wells Fargo Advisors, based in Pepper Pike, OH, with 42 years of industry experience. Jerome 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

30050 Chagrin Blvd Ste 150, Pepper Pike, OH, 44124

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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
December 2017
Settled
Customer Dispute
August 2017
Denied
Customer Dispute
July 1989
Settled
Other Business Activities

Jerome has a 4% ownership stake in Ohio Broach & Machine Co, an industrial business in Willoughby, OH. This activity is not investment-related.

Employment History
Current Registrations
Wells Fargo Advisors
November 2022 - Present · 3 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
August 1999 - November 2022 · 23 yrs 3 mos
UBS Financial Services INC.Broker
July 1993 - November 2022 · 29 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1984 - June 1993 · 9 yrs 1 mo
State Registrations6 states
CAFLOHORUTVA
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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