JK
JK
Jerry Klinger
20 Years of Experience
San Antonio, TX
1 DisclosureBroker
Jerry Klinger is a registered investment advisor at Wells Fargo Advisors, based in San Antonio, TX, with 20 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
434 N. Loop 1604 West, Suite 2203, San Antonio, TX, 78232
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2009Settled
Other Business Activities
Jerry owns 100% of JL Klinger Wealth Management, LLC, an investment-related business. He dedicates nearly full-time hours to this practice.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
March 2023 - Present · 3 yrs 2 mos
Wells Fargo Advisors
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - March 2023 · 15 yrs 2 mos
Wells Fargo Clearing Services, LLC
January 2008 - March 2023 · 15 yrs 2 mos
A. G. Edwards & Sons, INC.
June 2005 - January 2008 · 2 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
June 2005 - January 2008 · 2 yrs 7 mos
State Registrations19 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.