Jeffrey Woei is a registered investment advisor at Wells Fargo Advisors, based in Tampa, FL, with 40 years of industry experience. Jeffrey 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
4030 W Boy Scout Blvd Ste 150, Tampa, FL, 33607
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2010Customer Dispute
February 2008Other Business Activities
Jeffrey owns investment-related rental property since 2014 and spends minimal time on it. He also serves on the Pasco County Schools Oversight Committee, attending quarterly meetings and spending minimal time on it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
Andrew Alen Securities, INC.Broker
All-Tech Investment Group, INC.Broker
B C Financial CorporationBroker
Blinder, Robinson & CO., INC.Broker
State Registrations39 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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