JG
JG

John Gero

32 Years of Experience
Tulsa, OK
1 DisclosureBroker

John Gero is a registered investment advisor at Wells Fargo Advisors, based in Tulsa, OK, with 32 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6060 S American Plaza St E, Ste 350, Tulsa, OK, 74135

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2008
Closed-No Action
Other Business Activities

John has a 25% ownership in Vela Wealth Management, LLC, dedicating full-time hours to it. He is also a co-trustee for Vela Wealth Management 401k and owns 3404MC LLC, spending minimal time on each.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
October 2022 - Present · 4 yrs
Wells Fargo Advisors Financial Network, LLCBroker
October 2022 - Present · 4 yrs
Wells Fargo Advisors
October 2022 - Present · 4 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
February 2009 - October 2022 · 13 yrs 8 mos
Wells Fargo Clearing Services, LLC
February 2009 - October 2022 · 13 yrs 8 mos
Citigroup Global Markets INC.
April 2000 - February 2009 · 8 yrs 10 mos
Citigroup Global Markets INC.Broker
April 2000 - February 2009 · 8 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1996 - May 2000 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1993 - September 1996 · 2 yrs 9 mos
State Registrations44 states
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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.
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