Jill Massaro
Jill Massaro is a registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 19 years of industry experience. Jill is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
One Town Center Road, Suite 660, Boca Raton, FL, 33486
Get directionsHistory
Regulatory History (3)
Financial
April 2019Criminal
December 1974Criminal
July 1971Other Business Activities
Jill is a notary public in Florida since 2005, notarizing documents. This activity is not investment-related and requires minimal time.
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
State Registrations30 states
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
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