TrueAdvisor
TrueAdvisor
CJ
CJ

Christopher Jackson

Wells Fargo Advisors
24 Years of Experience
Bellevue, WA
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Christopher Jackson is a registered investment advisor at Wells Fargo Advisors, based in Bellevue, WA, with 24 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

555 110th Ave Ne, 10th Fl, Bellevue, WA, 98004

Get directions

History

Regulatory History (2)
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.
Customer Dispute
April 2013
Denied
Customer Dispute
June 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Christopher has ownership stakes in multiple rental properties, some with his spouse, and acts as a manager or landlord. He also owns a small percentage of Link Systems DBA Link Lanyards.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 9 mos
Wells Fargo Clearing Services, LLC
January 2011 - Present · 15 yrs 9 mos
Wells Fargo Advisors
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Wells Fargo Investments, LLC
July 2004 - January 2011 · 6 yrs 6 mos
Wells Fargo Investments, LLCBroker
June 2004 - January 2011 · 6 yrs 7 mos
Citigroup Global Markets INC.Broker
December 2001 - July 2004 · 2 yrs 7 mos
State Registrations24 states
AZCACOFLGAHIIDILMAMNMONCNJNVNYORPASDTXUTVAWAWIWY
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.
More Advisors
More financial advisors in Bellevue, WA →All financial advisors in Washington →