JW
JW

Jack Wegh

36 Years of Experience
New York, NY
Broker

Jack Wegh is a registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 36 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

485 Madison Ave 6th Floor, [Satellite], New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors
August 2023 - Present · 2 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Morgan Stanley
May 2020 - September 2023 · 3 yrs 4 mos
Morgan StanleyBroker
August 2012 - September 2023 · 11 yrs 1 mo
Wells Fargo Advisors, LLCBroker
October 1999 - September 2012 · 12 yrs 11 mos
First Union Capital Markets CORP.Broker
July 1998 - October 1999 · 1 yr 3 mos
Janney Montgomery Scott INC.Broker
April 1996 - August 1998 · 2 yrs 4 mos
Natwest Investor Services CorporationBroker
August 1990 - February 1996 · 5 yrs 6 mos
Bt Securities CorporationBroker
November 1987 - August 1988 · 9 mos
State Registrations12 states
CACOCTDEFLGAMDMONHNJNYTX
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.
Jack Wegh - Financial Advisor | TrueAdvisor