JN
CFP
JN
CFP

Jesse Neerdaels

22 Years of Experience
Los Angeles, CA
Broker

Jesse Neerdaels is a CFP-designated registered investment advisor at Allspring Funds Management, LLC, based in Los Angeles, CA, with 22 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12,065 clients with $320B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
86 advisors
Number of Clients
12,065 clients
Average Client Portfolio
$26.4M average
Assets Under Management
$318.0B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Allspring Funds Management negotiates investment advisory fees with each managed account program sponsor. These fees generally range from 0.07% to 0.75% of the value of the client's assets managed. The total annual fees charged by sponsors generally include Allspring's fee. Fees are generally payable quarterly based on the calendar quarter-end market value. Clients also pay the fees and expenses of the underlying investments.

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Location

Los Angeles, CA

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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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Employment History
Current Registrations
Allspring Funds Distributor, LLC
August 2024 - Present · 1 yr 9 mos
Allspring Funds Distributor, LLCBroker
August 2024 - Present · 1 yr 9 mos
Allspring Funds Management, LLC
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Thornburg Investment Management INC
April 2021 - July 2024 · 3 yrs 3 mos
Thornburg Securities LLCBroker
April 2021 - July 2024 · 3 yrs 3 mos
Touchstone Securities, INC.Broker
July 2019 - April 2021 · 1 yr 9 mos
Touchstone Advisors INC
July 2019 - April 2021 · 1 yr 9 mos
Wells Fargo Funds Management, LLC
April 2006 - June 2019 · 13 yrs 2 mos
Wells Fargo Funds Distributor, LLCBroker
April 2005 - June 2019 · 14 yrs 2 mos
Strong Investments, INC.Broker
August 2003 - April 2005 · 1 yr 8 mos
State Registrations2 states
CANV
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.