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Jon Ardell
40 Years of Experience
Scottsdale, AZ
2 DisclosuresBroker
Jon Ardell is a registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, with 40 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
18700 N Hayden Rd Ste 525, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (2)
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Customer Dispute
November 2003Settled
Customer Dispute
January 2001Settled
Employment History
Current Registrations
Wells Fargo Advisors
January 2017 - Present · 9 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2017 - Present · 9 yrs 6 mos
Wells Fargo Clearing Services, LLC
January 2017 - Present · 9 yrs 6 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - January 2017 · 7 yrs 7 mos
Morgan Stanley
June 2009 - January 2017 · 7 yrs 7 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 2005 - April 2007 · 1 yr 5 mos
Morgan Stanley Dw INC.Broker
November 2005 - April 2007 · 1 yr 5 mos
UBS Financial Services INC.
June 1993 - December 2005 · 12 yrs 6 mos
UBS Financial Services INC.Broker
June 1993 - December 2005 · 12 yrs 6 mos
Lehman Brothers INC.Broker
April 1988 - June 1993 · 5 yrs 2 mos
E. F. Hutton & Company INCBroker
February 1986 - April 1988 · 2 yrs 2 mos
State Registrations7 states
ALAZCAMSMTOKOR
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.