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. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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)
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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
October 2022 - Present · 3 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2009 - October 2022 · 13 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
February 2009 - October 2022 · 13 yrs 8 mos
Citigroup Global Markets INC.Broker
April 2000 - February 2009 · 8 yrs 10 mos
Citigroup Global Markets INC.
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.