Jeffrey Allen is a registered investment advisor at Wells Fargo Advisors, based in Willmar, MN, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
2800 S First St, Ste 207, Willmar, MN, 56201
Get directionsHistory
Regulatory History
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
Jeffrey is a board member of the St Stephen Lutheran Endowment Fund, dedicating minimal time to reviewing distribution requests. He also owns 100% of JBCJ Capital Incorporated, dedicating full-time hours to the firm's practice.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Securities INC.Broker
Wells Fargo Brokerage Services, L.L.C.Broker
State Registrations19 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.