JN
JN

Jeffrey Neuwirth

40 Years of Experience
Naples, FL
1 DisclosureBroker

Jeffrey Neuwirth is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 40 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

5811 Pelican Bay Blvd, Ste 600, Naples, FL, 34108

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History

Regulatory History (1)
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
May 2008
Denied
Other Business Activities

Jeffrey works as a salesman at Hobe Sound Pawn and Gun, spending approximately 60 hours per month on sales, appraisals, and repairs. He also owns 100% of JLN Financial, LLC, but dedicates no time to it.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2022 - Present · 3 yrs 7 mos
Wells Fargo Advisors
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - October 2022 · 14 yrs 9 mos
Wells Fargo Clearing Services, LLC
January 2008 - October 2022 · 14 yrs 9 mos
A. G. Edwards & Sons, INC.
September 2006 - January 2008 · 1 yr 4 mos
A. G. Edwards & Sons, INC.Broker
September 2006 - January 2008 · 1 yr 4 mos
Citigroup Global Markets INC.
July 1993 - September 2006 · 13 yrs 2 mos
Citigroup Global Markets INC.Broker
July 1993 - September 2006 · 13 yrs 2 mos
Lehman Brothers INC.Broker
June 1989 - July 1993 · 4 yrs 1 mo
Thomson Mckinnon Securities INC.Broker
February 1987 - July 1989 · 2 yrs 5 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
May 1986 - February 1987 · 9 mos
Bear, Stearns & CO. INC.Broker
February 1986 - June 1986 · 4 mos
State Registrations11 states
CAFLGAMDMINJNYOHPATXVA
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.
Jeffrey Neuwirth - Financial Advisor | TrueAdvisor