JB
JB
Jeffrey Brown
30 Years of Experience
San Diego, CA
1 DisclosureMay Earn Commission
Jeffrey Brown is a registered investment advisor at Wells Fargo Advisors, based in San Diego, CA, with 30 years of industry experience. 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...
Location
12531 High Bluff Dr Ste 400, San Diego, CA, 92130
Get directionsHistory
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
February 2004Settled
Employment History
Current Registrations
Wells Fargo Advisors
May 2026 - Present · 5 mos
Previous Registrations
Stratos Wealth Partners, LTD
September 2015 - March 2026 · 10 yrs 6 mos
LPL Financial LLCBroker
September 2015 - July 2019 · 3 yrs 10 mos
Wells Fargo Advisors, LLC
July 2003 - September 2015 · 12 yrs 2 mos
Wells Fargo Advisors, LLCBroker
July 2003 - September 2015 · 12 yrs 2 mos
Prudential Securities Incorporated
August 2002 - July 2003 · 11 mos
Prudential Securities IncorporatedBroker
August 2002 - July 2003 · 11 mos
Morgan Stanley
November 1999 - August 2002 · 2 yrs 9 mos
Morgan Stanley Dw INC.Broker
November 1999 - August 2002 · 2 yrs 9 mos
Prudential Securities IncorporatedBroker
February 1997 - November 1999 · 2 yrs 9 mos
Ids Life Insurance CompanyBroker
January 1996 - January 1997 · 1 yr
American Express Financial Advisors INC.Broker
January 1996 - January 1997 · 1 yr
State Registrations1 state
UT
Advisor
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.
More Advisors
- Jasreen SidhuWells Fargo Advisors
- Jose Cuellar, CFPWells Fargo Advisors
- Gerald RamirezWells Fargo Advisors
- L BrokawWells Fargo Advisors
- Tyler Michels, CFPWells Fargo Advisors
- Brett Atkinson, CFPWells Fargo Advisors