Jeffrey Quintero
Jeffrey Quintero is a registered investment advisor at Wells Fargo Advisors, based in Walnut Creek, CA, with 27 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.
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
1880 Tice Valley Blvd, Walnut Creek, CA, 94595
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2020Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Portsmouth Financial ServicesBroker
Olde Discount CorporationBroker
Smith Culver, INC.Broker
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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