Jesse Vance
Jesse Vance is a registered investment advisor at Wells Fargo Advisors, based in Cottonwood Heights, UT, 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
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
6985 S. Union Park Center, Suite 205, [Satellite], Cottonwood Heights, UT, 84047
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2003Other Business Activities
Jesse has ownership in Longhorn UT Partners LLC and 10 On Deck Holdings LLC since 2022. He dedicates a few hours per week to these investment-related activities.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations21 states
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.