Jeremy Vance is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Austin, TX, with 19 years of industry experience. Jeremy 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
111 Congress Ave. 3rd Fl, Ste 300, [Tt-Rbo], Austin, TX, 78701
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Regulatory History
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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Jeremy owns rental property in Austin, TX, dedicating minimal time as a landlord. He also assists with a small power washing business, spending a few hours per week.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
State Registrations23 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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