JB
CFP
JB
CFP

Jessie Barrett

27 Years of Experience
Hinsdale, IL
1 DisclosureBrokerSells Insurance

Jessie Barrett is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Hinsdale, IL, with 27 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.

Loading...

Location

111 S Lincoln St, 200, Hinsdale, IL, 60521

Get directions

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 2013
Denied
Other Business ActivitiesSells Insurance

Jessie is a trustee for a parent's insurance trust, dedicating minimal time. Jessie also owns Barrett Group Wealth Management LLC, spending full-time hours on it, and has a minority ownership/board member role in Goodfellows Group Partnership, a local philanthropy, requiring minimal time.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
December 2023 - Present · 2 yrs 5 mos
Wells Fargo Advisors
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2002 - December 2023 · 21 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
December 1999 - December 2023 · 24 yrs
Van Kampen Funds INC.Broker
December 1998 - December 1999 · 1 yr
State Registrations28 states
AZCACODCDEFLGAILINKSKYMIMNMONCNJNVNYOHORPASCTNTXUTVAWAWI
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.