JN
JN

Jay Niebuhr

29 Years of Experience
Washington, DC
1 DisclosureBroker

Jay Niebuhr is a registered investment advisor at Wells Fargo Advisors, based in Washington, DC, with 29 years of industry experience. Jay 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

1700 K St NW Ste 875, Washington, DC, 20006

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History

Regulatory History (1)
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Customer Dispute
July 2009
Dismissed
Other Business Activities

Jay serves as a trustee for his parents' irrevocable trust in Petersburgh, NY, starting in August 2021. This investment-related activity requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
July 2003 - Present · 23 yrs 3 mos
Wells Fargo Clearing Services, LLC
July 2003 - Present · 23 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - Present · 23 yrs 3 mos
Previous Registrations
Prudential Securities Incorporated
May 1997 - July 2003 · 6 yrs 2 mos
Prudential Securities IncorporatedBroker
February 1997 - July 2003 · 6 yrs 5 mos
State Registrations39 states
ALAZCACOCTDCDEFLGAHIIAIDILKSKYLAMAMDMEMIMNMSNCNHNJNMNYOHORPARISCTNTXUTVAVTWAWV
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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