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Jennifer Jacobson

Wells Fargo Advisors
22 Years of Experience
Fort Wayne, IN
2 DisclosuresBroker
View SEC Summary
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Jennifer Jacobson is a registered investment advisor at Wells Fargo Advisors, based in Fort Wayne, IN, with 22 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

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

View Full SEC Brochure

Location

110 East Wayne Street, Office 1208 12th Fl, Fort Wayne, IN, 46802

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2009
Denied
Customer Dispute
August 2007
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2026 - Present · 4 mos
Wells Fargo Advisors
June 2026 - Present · 4 mos
Previous Registrations
Wells Fargo Advisors
July 2011 - June 2026 · 14 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
July 2011 - June 2026 · 14 yrs 11 mos
PNC InvestmentsBroker
November 2009 - August 2011 · 1 yr 9 mos
PNC Investments
November 2009 - August 2011 · 1 yr 9 mos
Natcity Investments, INC.
July 2007 - November 2009 · 2 yrs 4 mos
Natcity Investments, INC.Broker
October 2006 - November 2009 · 3 yrs 1 mo
Edward JonesBroker
October 2003 - October 2006 · 3 yrs
State Registrations33 states
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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.
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