Jack Hsia
Jack Hsia is a registered investment advisor at Wells Fargo Advisors, based in Palo Alto, CA, with 22 years of industry experience. Jack 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
301 University Ave 2nd Fl, Palo Alto, CA, 94301
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2013Customer Dispute
June 2009Other Business Activities
Jack owns rental properties in Los Angeles, CA, and is a trustee for his father. He also has ownership stakes in Graystone Family Holdings, LLC, and Union Tech Co, LLC, spending a few hours per week on the latter.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations32 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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