JM
JM

Jerod Macko

20 Years of Experience
Syracuse, NY
Broker

Jerod Macko is a registered investment advisor at Wells Fargo Advisors, based in Syracuse, NY, 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

3452 W Genesee St Ste 2, [Satellite], Syracuse, NY, 13219

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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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Other Business Activities

Jerod owns Macko Financial Group, LLC since 2021, dedicating about a quarter of his time. This is related to his investment practice.

Employment History
Current Registrations
Wells Fargo Advisors
October 2021 - Present · 4 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2021 - Present · 4 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2014 - October 2021 · 7 yrs 1 mo
Wells Fargo Advisors, LLC
August 2011 - December 2013 · 2 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
August 2008 - October 2021 · 13 yrs 2 mos
E*trade Securities LLCBroker
November 2007 - July 2008 · 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
March 2007 - October 2007 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2006 - October 2007 · 10 mos
Metropolitan Life Insurance CompanyBroker
June 2005 - October 2006 · 1 yr 4 mos
Metlife Securities INC.Broker
June 2005 - October 2006 · 1 yr 4 mos
State Registrations11 states
COFLMANJNVNYPASCTXVAWA
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.