JP
CFP
JP
CFP

Jeff Pittsley

29 Years of Experience
Indianapolis, IN
Broker

Jeff Pittsley is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Indianapolis, IN, with 29 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.

Loading...

Location

9100 Keystone Crossing, Ste 625, Indianapolis, IN, 46240

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business Activities

Jeff acts as power of attorney for his father. He also owns 100% of Pittsley Investment Group, Inc. and 50% of PR Capital, LLC, dedicating full-time hours to Pittsley Investment Group and minimal time to PR Capital, LLC.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2011 - Present · 14 yrs 9 mos
Wells Fargo Advisors
August 2011 - Present · 14 yrs 9 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - August 2011 · 3 yrs 7 mos
Wells Fargo Advisors, LLC
January 2008 - August 2011 · 3 yrs 7 mos
A. G. Edwards & Sons, INC.
December 1998 - January 2008 · 9 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
August 1996 - January 2008 · 11 yrs 5 mos
State Registrations15 states
ALCAFLGAILINKYMAMIMNNCNJTNTXWI
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.