JD
JD

Juergen Dietrich

37 Years of Experience
Columbia, MD
2 DisclosuresBroker

Juergen Dietrich is a registered investment advisor at Wells Fargo Advisors, based in Columbia, MD, with 37 years of industry experience. Juergen 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

8830 Stanford Blvd Ste 303, Columbia, MD, 21045

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History

Regulatory History (2)
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
October 2002
Closed-No Action
Customer Dispute
March 1998
Settled
Employment History
Current Registrations
Wells Fargo Advisors
January 2008 - Present · 18 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - Present · 18 yrs 9 mos
Previous Registrations
A. G. Edwards & Sons, INC.
January 1999 - January 2008 · 9 yrs
A. G. Edwards & Sons, INC.Broker
October 1988 - January 2008 · 19 yrs 3 mos
State Registrations26 states
ALAZCACOCTDEFLGAILINMAMDMEMIMNNCNHNYOHPASCTXVAWAWIWV
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.
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