JF
JF

Jason Fisher

34 Years of Experience
Willmar, MN
Broker

Jason Fisher is a registered investment advisor at Wells Fargo Advisors, based in Willmar, MN, with 34 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

2800 S First St, Ste 207, Willmar, MN, 56201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jason owns rental property in Eau Claire, WI with his spouse, starting in August 2022, requiring minimal time. He also owns JTFISH LLC, starting in August 2023, which takes nearly full-time hours.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Wells Fargo Advisors
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
April 2015 - August 2023 · 8 yrs 4 mos
Wells Fargo Clearing Services, LLC
April 2015 - August 2023 · 8 yrs 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 2009 - January 2015 · 5 yrs 3 mos
Stifel, Nicolaus & Company, Incorporated
October 2009 - January 2015 · 5 yrs 3 mos
UBS Financial Services INC.Broker
August 2003 - October 2009 · 6 yrs 2 mos
UBS Financial Services INC.
August 2003 - October 2009 · 6 yrs 2 mos
U.S. Bancorp Piper Jaffray INC.Broker
June 1993 - September 2003 · 10 yrs 3 mos
Pruco Securities CorporationBroker
October 1991 - April 1993 · 1 yr 6 mos
The Prudential Insurance Company of AmericaBroker
October 1991 - April 1993 · 1 yr 6 mos
State Registrations20 states
AZCACOFLIAILINMIMNMOMTNCNENJNMSDTXWAWIWY
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.