JM
JM

Jessica Mills-Younger

16 Years of Experience
Troy, OH
Broker

Jessica Mills-Younger is a registered investment advisor at Wells Fargo Advisors, based in Troy, OH, 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

51 S Stanfield Rd, Troy, OH, 45373

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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

Jessica has a 5% ownership stake in 5941 Company, LLC, a real estate holding company for a medical practice, since 2019. She spends minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors
May 2019 - Present · 7 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2019 - Present · 7 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2010 - May 2019 · 9 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
June 2009 - May 2019 · 9 yrs 11 mos
State Registrations38 states
ALAZCACOCTDCFLGAHIIAIDILINKSMAMIMNMOMSMTNCNENJNMNYOHOKORPASCSDTNTXUTVAWAWIWY
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.