Jay Arbetter is a registered investment advisor at Wells Fargo Advisors, based in Frisco, TX, with 40 years of industry experience. Jay 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
17 Cowboys Way Ste 500, Frisco, TX, 75034
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1999Other Business Activities
Jay manages an LLC through a holding corporation, is writing a book on networking, and helps manage a billboard rental property inherited by his wife. He also manages money for the E.A. trust.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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
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