Jay Mahajan is a registered investment advisor at Wells Fargo Advisors, based in Shoreline, WA, 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
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
Shoreline, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jay is a landlord for multiple rental properties in San Diego, Portland, and La Quinta. He also consults on business strategies for a convenience store and serves on the endowment committee (and as chair) for Catlin Gabel School, dedicating minimal time to each activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Citicorp Investment ServicesBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
State Registrations4 states
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