Jeffrey Link is a registered investment advisor at Wells Fargo Advisors, based in Baltimore, MD, with 24 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
100 Light Street, 13th Floor, Baltimore, MD, 21202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey has 100% ownership in Armada Capital, LLC, taking up nearly full-time hours, and it serves as a pass-through for Finet Practice. He also has 100% ownership with his spouse in Shufly, LLC, and 10% ownership in Ascend, LLC, each requiring minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Signator Investors, INC.Broker
State Registrations33 states
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