Jeffrey Jones
Jeffrey Jones is a registered investment advisor at Wells Fargo Advisors, based in Hilton Head Island, SC, with 31 years of industry experience. Jeffrey 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
1 Greenwood Dr, Hilton Head Island, SC, 29928
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2010Other Business Activities
Jeffrey owns two rental properties in Wilmington, NC, since 2013 and 2021. He spends minimal time on these activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations33 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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