Jon Frandell
Jon Frandell is a registered investment advisor at Wells Fargo Advisors, based in Temecula, CA, with 33 years of industry experience. Jon 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
27555 Ynez Road Ste 120, Temecula, CA, 92591
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2002Other Business Activities
Jon is a board member of the Boys & Girls Clubs of North County Foundation, reviewing financials for ongoing programs, dedicating minimal time. He also owns rental property, coordinating with the property management company, and spending minimal time on it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations18 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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