JG
JG

Jeana Golden

28 Years of Experience
Indianapolis, IN
Broker

Jeana Golden is a registered investment advisor at Wells Fargo Advisors, based in Indianapolis, IN, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

10401 North Meridian St, Suite 123, Indianapolis, IN, 46290

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeana works as a caterer for Catering by Natalie Gwaltney since 2017. This takes about 10-20% of her time and is not investment-related.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2020 - Present · 5 yrs 9 mos
Wells Fargo Advisors
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2012 - August 2020 · 8 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - August 2020 · 17 yrs 1 mo
Prudential Securities IncorporatedBroker
September 1997 - July 2003 · 5 yrs 10 mos
State Registrations26 states
ARAZCACODCFLGAILINKYMDMIMNMOMSNCNJOHOKPASCTNTXVAWAWI
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.
Jeana Golden - Financial Advisor | TrueAdvisor