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Jeffrey Armstrong

Wells Fargo Advisors
38 Years of Experience
Oklahoma City, OK
1 DisclosureBroker
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Jeffrey Armstrong is a registered investment advisor at Wells Fargo Advisors, based in Oklahoma City, OK, with 38 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.

Wells Fargo Advisors
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

211 N Robinson Ave Ste N1600, One Leadership Square, Oklahoma City, OK, 73102

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History

Regulatory History (1)
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Customer Dispute
March 2008
Denied
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Other Business Activities

Jeffrey is a trustee for his father, an investment-related activity, and spends minimal time on it. He is also a trustee for the Town of Lake Aluma, enacting and enforcing codes, building permits, road maintenance, and tax regulations, spending minimal time on this activity as well.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
July 2003 - Present · 23 yrs 3 mos
Wells Fargo Advisors
July 2003 - Present · 23 yrs 3 mos
Previous Registrations
Prudential Securities IncorporatedBroker
January 1994 - July 2003 · 9 yrs 6 mos
Prudential Securities Incorporated
January 1994 - July 2003 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1987 - January 1994 · 6 yrs 2 mos
State Registrations21 states
ARCACOINKSKYMDMNMOMTNCNYOKPASCSDTNTXUTVAWV
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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