Jay Fratello is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Ocala, FL, with 23 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
220 SE 36th Ave, Ocala, FL, 34471
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jay is an officer at Housecalls Mobile Pet Clinic, a 33.3% owner of FMC Real Estate, the girl's program head coach for Vanguard H.S. Soccer, 100% owner of Football Factory Ocala LLC, 100% owner of a food truck called Football For All, and the Director of Coaching for Ocala Premier. These activities take about a quarter of Jay's time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations35 states
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