DJ
CFP
DJ
CFP

Derek Jett

27 Years of Experience
Denton, TX
2 DisclosuresBroker

Derek Jett is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Denton, TX, with 27 years of industry experience. Derek 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
14674 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

101 South Locust Street, Denton, TX, 76201

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History

Regulatory History (2)
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
May 2008
Settled
Customer Dispute
March 2001
Closed-No Action
Other Business Activities

Derek serves as co-trustee for his parents, a role related to investments. This requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
November 2009 - Present · 16 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
November 2009 - Present · 16 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
February 2001 - December 2009 · 8 yrs 10 mos
UBS Financial Services INC.Broker
February 2001 - December 2009 · 8 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1998 - February 2001 · 2 yrs 4 mos
State Registrations19 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.
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