FJ
CFP
FJ
CFP

Fred Jaramillo

22 Years of Experience
Warren, NJ
Broker

Fred Jaramillo is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Warren, NJ, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

58 Mount Bethel Road, Suite 204, Warren, NJ, 07059

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Fred has 50% ownership in MRFJ Capital Corp and dedicates full-time hours to it, with a small portion during trading hours. He is also a trustee for two MRFJ Capital Corp 401k plans, spending minimal time on each.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2019 - Present · 7 yrs 6 mos
Wells Fargo Advisors
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
Morgan Stanley
October 2010 - January 2019 · 8 yrs 3 mos
Morgan StanleyBroker
September 2010 - January 2019 · 8 yrs 4 mos
UBS Financial Services INC.
December 2003 - September 2010 · 6 yrs 9 mos
UBS Financial Services INC.Broker
May 2003 - September 2010 · 7 yrs 4 mos
State Registrations13 states
CACTFLILMDNCNJNYOHORSCTNTX
AdvisorBrokerBoth

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
No exam information available for this advisor.