Jahar Datta
Jahar Datta is a registered investment advisor at Wells Fargo Advisors, based in San Jose, CA, with 20 years of industry experience. Jahar 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
50 W Fernando St. 15th Fl, Ste 1500, [Lk/Nh-Rbo], San Jose, CA, 95113
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
March 2014Customer Dispute
August 2013Other Business Activities
Jahar owns rental property in San Jose, CA since 2018 and works with a property manager. This activity requires minimal time and is investment-related.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations9 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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