Jourdan Sy is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Walnut Creek, CA, with 19 years of industry experience. Jourdan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
1850 Mt Diablo Blvd, Ste 225, [Satellite], Walnut Creek, CA, 94596
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jourdan is a notary public and holds a California real estate broker license, dedicating minimal time to each. Jourdan also has 100% ownership of CES Corporation and partial ownership in Presidio Group Wealth Management LLC and Presidio Group Growth Partners LLC, dedicating full-time hours to the first two and about a quarter of their time to the last.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations51 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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