Jeffery Melemed
Jeffery Melemed is a registered investment advisor at Wells Fargo Advisors, based in Encinitas, CA, with 28 years of industry experience. Jeffery 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
276 N El Camino Real, Ste A, Encinitas, CA, 92024
Get directionsHistory
Regulatory History (6)
Customer Dispute
March 2014Customer Dispute
December 2008Customer Dispute
October 2008Customer Dispute
September 2008Customer Dispute
July 2008Customer Dispute
March 2002Other Business Activities
Jeffery is a co-trustee for his mother's trust, trustee for his parents' trust, and trustee for his sister's trust, all investment-related. He spends minimal time on these activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Wamu Investments, INC.
Wamu Investments, INC.Broker
State Registrations20 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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