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Jyl Schaer

25 Years of Experience
Troy, OH
Broker

Jyl Schaer is a registered investment advisor at Wells Fargo Advisors, based in Troy, OH, 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

51 S Stanfield Rd, Troy, OH, 45373

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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

Jyl has 50% ownership in Bought the Farm, Inc. with their spouse, a farm land rental property, since September 2024. Jyl spends minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors
September 2024 - Present · 1 yr 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Wells Fargo Advisors
October 2011 - September 2024 · 12 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
May 2005 - September 2024 · 19 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
March 2004 - May 2005 · 1 yr 2 mos
Wachovia Securities, LLCBroker
June 2000 - March 2004 · 3 yrs 9 mos
State Registrations12 states
AKAZCACOFLMDNMOHORPATXWA
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.