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Jeremy Seck

29 Years of Experience
Westerville, OH
1 DisclosureBroker

Jeremy Seck is a registered investment advisor at Wells Fargo Advisors, based in Westerville, OH, with 29 years of industry experience. Jeremy 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
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.

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Location

380 Polaris Pkwy, Ste 250, Westerville, OH, 43082

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History

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
September 2002
Denied
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
October 2015 - Present · 11 yrs
Wells Fargo Advisors
October 2015 - Present · 11 yrs
Previous Registrations
Morgan Stanley
June 2009 - October 2015 · 6 yrs 4 mos
Morgan StanleyBroker
June 2009 - October 2015 · 6 yrs 4 mos
Citigroup Global Markets INC.
October 2004 - June 2009 · 4 yrs 8 mos
Citigroup Global Markets INC.Broker
October 2004 - June 2009 · 4 yrs 8 mos
Mcdonald Investments INC.
June 2003 - October 2004 · 1 yr 4 mos
Mcdonald Investments INC.Broker
October 1997 - October 2004 · 7 yrs
State Registrations11 states
ARCACOFLGAINMAOHOKUTWA
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.
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