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Jeffrey Shrives
24 Years of Experience
Salt Lake City, UT
2 DisclosuresBroker
Jeffrey Shrives is a registered investment advisor at Wells Fargo Advisors, based in Salt Lake City, UT, with 24 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
299 S Main St 7th Fl, [Mk/Me-Rbo], Salt Lake City, UT, 84111
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
June 2015Customer Dispute
January 2013Denied
Employment History
Current Registrations
Wells Fargo Advisors
April 2023 - Present · 3 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
April 2023 - Present · 3 yrs 3 mos
Previous Registrations
Key Investment Services LLC
April 2016 - April 2023 · 7 yrs
Key Investment Services LLCBroker
April 2016 - April 2023 · 7 yrs
Waddell & Reed
September 2015 - April 2016 · 7 mos
Waddell & ReedBroker
August 2015 - April 2016 · 8 mos
U.S. Bancorp Investments, INC.Broker
June 2012 - July 2015 · 3 yrs 1 mo
U.S. Bancorp Investments, INC.
June 2012 - July 2015 · 3 yrs 1 mo
Wells Fargo Advisors, LLCBroker
January 2011 - June 2012 · 1 yr 5 mos
Wells Fargo Advisors, LLC
January 2011 - June 2012 · 1 yr 5 mos
Wells Fargo Investments, LLC
May 2007 - January 2011 · 3 yrs 8 mos
Wells Fargo Investments, LLCBroker
May 2007 - January 2011 · 3 yrs 8 mos
U.S. Bancorp Investments, INC.
January 2007 - May 2007 · 4 mos
U.S. Bancorp Investments, INC.Broker
March 2002 - May 2007 · 5 yrs 2 mos
Fidelity Brokerage Services LLCBroker
December 2000 - November 2001 · 11 mos
State Registrations5 states
AKAZCACOUT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.