Jonathan Kokolakis
Jonathan Kokolakis is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 30 years of industry experience. Jonathan 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
7600 Wisconsin Ave, Ste 900, Bethesda, MD, 20814
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Regulatory History (1)
Customer Dispute
June 2001Other Business Activities
Jonathan owns rental property in Cape Coral, FL with his spouse since 2022. He also serves as an Initiative Development Committee Member for Fairfax County Shape the Future of Aging, dedicating minimal time, and as an Election Officer for Fairfax County Elections Office, spending a few hours per week.
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
Fahnestock Asset Management
Oppenheimer & CO. INC.Broker
Cibc World Markets CORP.Broker
Morgan Stanley Dw INC.Broker
Olde Discount CorporationBroker
Jw Charles Securities,inc.Broker
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
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