Jay Desautels
Jay Desautels is a registered investment advisor at Wells Fargo Advisors, based in Burlington, VT, with 23 years of industry experience. Jay 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
180 Battery St Ste 300, Burlington, VT, 05401
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Regulatory History (1)
Customer Dispute
September 2010Other Business Activities
Jay is involved in several real estate holding companies as a landlord or owner, including Paradigm RE LLC, BTV Outpost LLC, and Ogden RE LLC. He also serves as a member of the board of directors for the University of Vermont Medical Center support foundation.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations53 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
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