Jeffrey Tadder
Jeffrey Tadder is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in San Diego, CA, with 33 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
12531 High Bluff Dr Ste 400, San Diego, CA, 92130
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1999Other Business Activities
Jeffrey is the trustee for his father's trust and owns rental property. He is also the secretary for his father's photography business and has 50% ownership in Fish On, LLC, a boat ownership venture; these activities require minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations39 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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