JH
JH

Jack Habif

42 Years of Experience
Paramus, NJ
2 DisclosuresBroker

Jack Habif is a registered investment advisor at Wells Fargo Advisors, based in Paramus, NJ, with 42 years of industry experience. Jack 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

461 From Road, Suite 101, Paramus, NJ, 07652

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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
June 2015
Settled
Customer Dispute
February 2004
Settled
Other Business Activities

Jack serves as a power of attorney for Sheron Habif, starting in October 2024. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
August 2009 - Present · 17 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
April 2009 - Present · 17 yrs 6 mos
Previous Registrations
Citigroup Global Markets INC.Broker
August 2000 - April 2009 · 8 yrs 8 mos
David Lerner Associates, INC.Broker
August 1984 - August 2000 · 16 yrs
State Registrations14 states
CACTFLGAILMAMDNJNVNYOHPASCVA
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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