Jason Zoch is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Indianapolis, IN, with 24 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
115 W Washington St, Suite 1160 5-A 11th Floor, Indianapolis, IN, 46204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason has 100% ownership of Fidus Wealth Management LLC, an investment-related business. He spends about a quarter of his time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
New England SecuritiesBroker
State Registrations36 states
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