Shelly Wentz-Fackler is a registered investment advisor, based in Lakewood Ranch, FL, with 3 years of industry experience.
Location
8470 Enterprise Circle, Suite 301-F, Lakewood Ranch, FL, 34202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Shelly works as an advisor for J&J Wealth Advisors, conducting meetings with clients, opening accounts, providing investment advice, making plans, and taking notes. This activity takes nearly full-time hours.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Previous Registrations
Florio Wealth Management, LLC
Vimvest Securities, LLC
State Registrations1 state
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