Jacob Boggs is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Atlanta, GA, with 26 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
3424 Peachtree Rd, Ste 775, Atlanta, GA, 30326
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob is a co-trustee for a cousin, spending minimal time per month on this investment-related activity. He also owns 33.33% of BPC Wealth Management LLC, dedicating full-time hours to this investment-related role.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations33 states
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