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Jared Slansky

19 Years of Experience
Aventura, FL
1 DisclosureBroker

Jared Slansky is a registered investment advisor at Wells Fargo Advisors, based in Aventura, FL, with 19 years of industry experience. Jared 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

19950 W Country Club Dr 9th Fl, Aventura, FL, 33180

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
April 2021
Pending
Employment History
Current Registrations
Wells Fargo Advisors
September 2009 - Present · 17 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2009 - Present · 17 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2007 - September 2009 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2007 - September 2009 · 2 yrs 6 mos
State Registrations39 states
ALAZCACOCTDCDEFLGAHIIAILINLAMAMEMIMOMSMTNCNJNMNVNYOHOKORPAPRRISCTNTXVAVirgin IslandsWAWIWV
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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Jared Slansky - Financial Advisor | TrueAdvisor