Jeff Koester is a registered investment advisor at Wells Fargo Advisors, based in Lompoc, CA, with 34 years of industry experience. Jeff 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
645 W Central Ave, Lompoc, CA, 93436
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2010Other Business Activities
Jeff owns two rental properties in Santa Maria, CA with his spouse. He spends minimal time per week on these activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Asb Financial ServicesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations24 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
More Advisors
- Wanda Toro, CFPFinances for Real Life
- Erika Landon, CFP