JW
JW

Jack Wimer

18 Years of Experience
Grove, OK
Broker

Jack Wimer is a registered investment advisor at Wells Fargo Advisors, based in Grove, OK, with 18 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

111 East 18th Street Fl 1, [Satellite], Grove, OK, 74344

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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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Other Business Activities

Jack has 100% ownership in Abiquiu Enterprises LLC, an investment-related entity, and spends about 10% of his time on it for FINET practice expenses. He also has 100% ownership in Second100kMiles, a non-investment related podcast, dedicating a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
March 2020 - Present · 6 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2020 - Present · 6 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - March 2020 · 12 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - March 2020 · 12 yrs 2 mos
A. G. Edwards & Sons, INC.
August 2007 - January 2008 · 5 mos
A. G. Edwards & Sons, INC.Broker
July 2007 - January 2008 · 6 mos
State Registrations25 states
ALARAZCACOFLGAIAILINKSKYLAMAMDMNMOMTNMNYOKSDTXVAWY
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.