Jeffrey D'amico is a registered investment advisor at Wells Fargo Advisors, based in Lafayette, LA, 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
1921 Kaliste Saloom Rd, Suite 202, Lafayette, LA, 70508
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey works as a management consultant for Oakbourne Country Club for about 10-20% of his time. He also has 100% ownership of D'Amico LLC, a financial practice, dedicating about a quarter of his time to it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations14 states
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