JM
JM
Jill Massaro
18 Years of Experience
Cooper City, FL
3 DisclosuresBroker
Jill Massaro is a registered investment advisor at Wells Fargo Advisors, based in Cooper City, FL, with 18 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.
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Location
Cooper City, FL
Get directionsHistory
Regulatory History (3)
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.
Financial
April 2019Final
Criminal
December 1974Final Disposition
Criminal
July 1971Final Disposition
Other 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
October 2023 - Present · 2 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2023 - Present · 2 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2007 - October 2023 · 16 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
May 2007 - October 2023 · 16 yrs 5 mos
State Registrations29 states
AZCACOCTFLGAILINKYLAMAMDMIMONCNDNENJNVNYOHOKPARISCTNTXUTVA
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.