JH
JH

Jonathan Hancock

20 Years of Experience
Naples, FL
Broker

Jonathan Hancock is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, 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

5811 Pelican Bay Blvd, Ste 600, Naples, FL, 34108

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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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Employment History
Current Registrations
Wells Fargo Advisors
November 2024 - Present · 1 yr 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Wells Fargo Advisors
August 2007 - November 2024 · 17 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
October 2006 - November 2024 · 18 yrs 1 mo
Morgan Stanley Dw INC.Broker
August 2005 - September 2006 · 1 yr 1 mo
State Registrations43 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.
Jonathan Hancock - Financial Advisor | TrueAdvisor