Jonathan Scalea
Jonathan Scalea is a registered investment advisor at Wells Fargo Advisors, based in Stuart, FL, with 18 years of industry experience. Jonathan 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
301 SE Ocean Blvd, Stuart, FL, 34994
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2016Other Business Activities
Jonathan serves as a trustee for his aunt's estate, a role that is investment-related. This activity requires a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations15 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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