John Jackle
John Jackle is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Alpharetta, GA, with 30 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 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
2520 Northwinds Pkwy Ste 200, Two Northwinds Center, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2015Customer Dispute
August 2012Customer Dispute
September 2008Customer Dispute
December 2002Other Business Activities
John is the treasurer of Bear Creek Hunting Club, an investment-related activity, attending meetings to report lease costs and share amounts. This requires minimal time.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Wachovia Securities, INC.Broker
Wachovia Securities, INC.Broker
Wachovia Brokerage ServiceBroker
State Registrations28 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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