JV
JV

Jordan Varela

25 Years of Experience
Palm Desert, CA
Broker

Jordan Varela is a registered investment advisor at Wells Fargo Advisors, based in Palm Desert, CA, with 25 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

74000 Country Club Dr, Ste J2, Palm Desert, CA, 92260

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jordan is a co-owner of Varela Reynolds Wealth Management, dedicating full-time hours to paying business expenses. Jordan also owns rental property, but spends no time on it other than collecting rent.

Employment History
Current Registrations
Wells Fargo Advisors
July 2017 - Present · 9 yrs
Wells Fargo Advisors Financial Network, LLCBroker
July 2017 - Present · 9 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2001 - July 2017 · 16 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2000 - July 2017 · 17 yrs 3 mos
State Registrations29 states
ALAZCACODCFLGAHIIDILINKSKYMDMIMNMOMTNCNVNYOHOKORTXUTVAVTWA
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.