JD
JD
Jay D'meza
38 Years of Experience
Alpharetta, GA
3 DisclosuresBroker
Jay D'meza is a registered investment advisor at Wells Fargo Advisors, based in Alpharetta, GA, with 38 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
13560 Morris Rd, Suite 1030, Alpharetta, GA, 30004
Get directionsHistory
Regulatory History (3)
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
June 2016Settled
Customer Dispute
January 2016Denied
Customer Dispute
October 2001Settled
Other Business Activities
Jay has ownership stakes in Alpha Wealth Advisors LLC and Jata Wealth LLC, both investment-related. He dedicates full-time hours to each, including time during trading hours.
Employment History
Current Registrations
Wells Fargo Advisors
March 2022 - Present · 4 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2002 - March 2022 · 19 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
June 2002 - March 2022 · 19 yrs 9 mos
Wachovia Securities, INC.Broker
February 2001 - June 2002 · 1 yr 4 mos
Prudential Securities IncorporatedBroker
February 1996 - February 2001 · 5 yrs
Painewebber IncorporatedBroker
September 1987 - February 1996 · 8 yrs 5 mos
State Registrations36 states
ALARAZCACODEFLGAIAIDILKYMAMDMEMIMOMSMTNCNHNJNMNVNYOHOKORPASCTNTXUTVAWAWV
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.