JB
JB
Jay Boddicker
34 Years of Experience
Chicago, IL
1 DisclosureBroker
Jay Boddicker is a registered investment advisor at Wells Fargo Advisors, based in Chicago, IL, with 34 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
30 S Wacker Dr 39th & 40th Fls, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2008Denied
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
February 2016 - Present · 10 yrs 3 mos
Wells Fargo Clearing Services, LLC
February 2016 - Present · 10 yrs 3 mos
Wells Fargo Advisors
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Credit Suisse Securities (USA) LLC
September 2008 - March 2016 · 7 yrs 6 mos
Credit Suisse Securities (USA) LLCBroker
September 2008 - March 2016 · 7 yrs 6 mos
Lehman Brothers INC.
May 2000 - September 2008 · 8 yrs 4 mos
Lehman Brothers INC.Broker
November 1999 - September 2008 · 8 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1999 - December 1999 · 1 mo
Morgan Stanley & CO., IncorporatedBroker
October 1991 - November 1999 · 8 yrs 1 mo
Prudential-Bache Securities INC.Broker
May 1989 - June 1989 · 1 mo
Drexel Burnham Lambert IncorporatedBroker
March 1989 - June 1989 · 3 mos
State Registrations26 states
AZCACODCFLIAILINKSMAMIMNMOMSNCNENJNVNYOHORSCTNTXVTWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.