Jaime Zarlenga-Siegler
Jaime Zarlenga-Siegler is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Cleveland, OH, 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
12010 Mayfield Road, [Office of Convenience], Cleveland, OH, 44106
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 →Other Business ActivitiesSells Insurance
Jaime owns JZ Wealth Management LLC and is a financial advisor for Princeton Harriman Insurance Solutions. The insurance role takes a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
E*trade Securities, IncorporatedBroker
State Registrations12 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.