Jeffery Price
Jeffery Price is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Edmond, OK, 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
900 NW 139th St Parkway, [Satellite}, Edmond, OK, 73013
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business Activities
Jeffery is a co-trustee for his father and owns rental property with his spouse. He also owns Price Financial Consulting LLC, dedicating nearly full-time hours to the firm.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations24 states
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