JG
JG
Jeremy Goss is a registered investment advisor at Wells Fargo Advisors, based in Decatur, AL, with 16 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
826 Bank St Ne, Decatur, AL, 35601
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Regulatory History (1)
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Financial
February 2017Final
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2024 - Present · 2 yrs 4 mos
Wells Fargo Advisors
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Edward JonesBroker
April 2015 - January 2024 · 8 yrs 9 mos
Edward Jones
April 2015 - January 2024 · 8 yrs 9 mos
First American National Investment Advisors, LLC
July 2014 - April 2015 · 9 mos
Avalon Investment & Securities Group, INC.Broker
January 2014 - January 2015 · 1 yr
Edward JonesBroker
December 2011 - December 2013 · 2 yrs
Edward Jones
November 2011 - December 2013 · 2 yrs 1 mo
Edward Jones
February 2008 - December 2009 · 1 yr 10 mos
Edward JonesBroker
January 2008 - December 2009 · 1 yr 11 mos
State Registrations27 states
ALCACOCTFLGAILINKSLAMDMIMNMOMSNCNHNVOHPASCSDTNTXVAWAWI
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.