Jay Ericsson
Jay Ericsson is a registered investment advisor at Wells Fargo Advisors, based in Bakersfield, CA, 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
5060 California Ave 11th Fl, [Lq-Rbo], Bakersfield, CA, 93309
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2009Other Business Activities
Jay owns a photography business called Photography by Jay Ericsson since 2012. He spends minimal time on this activity as a scenic photographer.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations23 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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