Jed Broce is a registered investment advisor at Wealthfront Advisers LLC, based in Palo Alto, CA, with 24 years of industry experience. Jed is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 518,639 clients with $48B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fee is 0.25% for Automated Investing Account or Automated Bond Portfolio, 0.15% for Automated Bond Ladder, 0.09% for S&P 500 Direct, and 0.12% for Nasdaq-100 Direct. Clients can have a portion of their assets managed for free in some cases.
Fee Estimator
Location
261 Hamilton Ave., Palo Alto, CA, 94301
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Wealthfront Advisers LLC
Wealthfront Brokerage LLC
Wealthfront Brokerage LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Thomas Weisel Partners LLCBroker
State Registrations53 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.
Exams
More Advisors
- Meghan BrownWealthfront Advisers LLC
- Iori Omura, CFPWealthfront Advisers LLC
- Daniel Vega, CFAWealthfront Advisers LLC
- Kevin Teague, CFPWealthfront Advisers LLC
- Kwanghyon Park, CFPWells Fargo Advisors
- Elizabeth Cody, CFPSand Hill Global Advisors, LLC