JK
CFP · ChFC
JK
CFP · ChFC

Jeffrey Korbini

28 Years of Experience
Dublin, OH
Broker

Jeffrey Korbini is a CFP, ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Dublin, OH, 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
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.

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Location

6767 Longshore Street, Dublin, OH, 43017

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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.

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Other Business Activities

Jeffrey has 100% ownership in Korbini Financial Services LLC since 2015, dedicating full-time hours to it, and 75.1% ownership in Korbini Financial, LLC since 2023. He also serves as trustee for Korbini Financial Services LLC 401k, spending minimal time on it.

Employment History
Current Registrations
Wells Fargo Advisors
April 2009 - Present · 17 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2009 - Present · 17 yrs 1 mo
Previous Registrations
Ascend Advisory Group
November 2001 - April 2009 · 7 yrs 5 mos
Royal Alliance Associates, INC.Broker
October 1997 - April 2009 · 11 yrs 6 mos
Mutual Service CorporationBroker
June 1997 - October 1997 · 4 mos
State Registrations41 states
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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.
Jeffrey Korbini - Financial Advisor | TrueAdvisor