Shareen Jafri
Shareen Jafri is a registered investment advisor at Wells Fargo Advisors, based in Palo Alto, CA, with 24 years of industry experience. Shareen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
301 University Ave 2nd, 3rd, & 4th Fls, [Nd-Rbo], Palo Alto, CA, 94301
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2007Other Business Activities
Shareen co-owns rental properties in Renton, WA and East Palo Alto, CA, and her spouse owns property in Lahore, Pakistan. She also serves on the board of directors for Munawar Foundation, dedicating minimal time each month to attending meetings and directing investments.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wamu Investments, INC.Broker
State Registrations9 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.
Exams
More Advisors
- Kwanghyon Park, CFPWells Fargo Advisors
- Marc RogersWells Fargo Advisors
- Eric TallonWells Fargo Advisors
- Mark James, CFPWells Fargo Advisors
- Joseph NelsonWells Fargo Advisors
- Hector Garza, CFPWells Fargo Advisors