Jeannette Dobbyn is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Brea, CA, with 38 years of industry experience. Jeannette 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
135 S State College Blvd Ste 550, Brea, CA, 92821
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeannette owns rental property in Justin, TX, through the Dobbyn Family Trust, spending minimal time per month on maintenance and receiving rental income. She is also a trustee for her sister-in-law in La Verne, CA, dedicating minimal time per month to this investment-related activity.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations30 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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