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Ari Feldman

21 Years of Experience
San Diego, CA
1 DisclosureBroker

Ari Feldman is a registered investment advisor at Wells Fargo Advisors, based in San Diego, CA, with 21 years of industry experience. Ari 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

600 W Broadway Ste 1450, One America Plaza, San Diego, CA, 92101

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History

Regulatory History (1)
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Customer Dispute
July 2009
Settled
Other Business Activities

Ari owns rental property in San Diego since 2021. He spends minimal time on this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors
January 2008 - Present · 18 yrs 9 mos
Wells Fargo Clearing Services, LLC
January 2008 - Present · 18 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - Present · 18 yrs 9 mos
Previous Registrations
A. G. Edwards & Sons, INC.
January 2005 - January 2008 · 3 yrs
A. G. Edwards & Sons, INC.Broker
January 2005 - January 2008 · 3 yrs
State Registrations20 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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