SJ
SJ

Samuel Jew

29 Years of Experience
Ridgeland, MS
1 DisclosureBroker

Samuel Jew is a registered investment advisor at Wells Fargo Advisors, based in Ridgeland, MS, with 29 years of industry experience. Samuel 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

1020 Highland Colony Pkwy Ste 100, Ridgeland, MS, 39157

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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
June 2001
Settled
Employment History
Current Registrations
Wells Fargo Advisors
January 2008 - Present · 18 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - Present · 18 yrs 9 mos
Previous Registrations
A. G. Edwards & Sons, INC.
November 2007 - January 2008 · 2 mos
A. G. Edwards & Sons, INC.Broker
March 2007 - January 2008 · 10 mos
Citigroup Global Markets INC.Broker
February 2006 - March 2007 · 1 yr 1 mo
Legg Mason Wood Walker, IncorporatedBroker
June 2001 - February 2006 · 4 yrs 8 mos
Morgan Stanley Dw INC.Broker
July 1997 - June 2001 · 3 yrs 11 mos
State Registrations27 states
ALARCACTDEFLGAILLAMDMNMOMSNCNJNMNYOHOKORPASCTNTXVAWAWI
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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