JB
JB

Jeffrey Buk

25 Years of Experience
Fremont, CA
6 DisclosuresBroker

Jeffrey Buk is a registered investment advisor at Wells Fargo Advisors, based in Fremont, CA, with 25 years of industry experience. Jeffrey 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.

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.

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Location

5191 Mowry Ave, Fremont, CA, 94538

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History

Regulatory History (6)
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 2026
Denied
Customer Dispute
September 2021
Denied
Customer Dispute
September 2016
Denied
Customer Dispute
October 2011
Denied
Customer Dispute
November 2008
Denied
Customer Dispute
January 2007
Settled
Other Business Activities

Jeffrey owns rental properties in Hawaii and Texas, and JDM Imports Vehicle LLC in Montana. These activities require minimal time commitment.

Employment History
Current Registrations
Wells Fargo Advisors
July 2017 - Present · 9 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2016 - December 2016 · 8 mos
Wells Fargo Advisors, LLC
April 2015 - December 2015 · 8 mos
Wells Fargo Investments, LLCBroker
June 2008 - January 2011 · 2 yrs 7 mos
Wamu Investments, INC.Broker
January 2001 - June 2008 · 7 yrs 5 mos
State Registrations18 states
AZCACOFLGAHIIDINMAMDNCNJNVNYOKORTXWA
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.
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