Geoffrey Ivonnet
Geoffrey Ivonnet is a registered investment advisor at Wells Fargo Advisors, based in Coral Gables, FL, with 18 years of industry experience. Geoffrey 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
396 Alhambra Cir 8th Fl, [D2-Rbo], Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2015Other Business Activities
Geoffrey is a partial owner and chef at Flanetela, Inc., a dessert company catering to restaurants, since 2014. He dedicates minimal time to this activity.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
AXA Advisors, LLCBroker
State Registrations6 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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