JB
JB

Jeffery Besselievre

7 Years of Experience
Fort Lauderdale, FL
Broker

Jeffery Besselievre is a registered investment advisor at Wells Fargo Advisors, based in Fort Lauderdale, FL, with 7 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

100 SE 3rd Avenue, Suite 1350, Fort Lauderdale, FL, 33394

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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

Jeffery has ownership stakes in multiple investment-related LLCs: JSB Capital Holding LLC, JB Capital Ventures, LLC, AGI Capital Management LLC, and DWJB Real Estate Holdings LLC. He dedicates full-time hours to AGI Capital Management LLC, while the other LLCs require minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
October 2022 - Present · 3 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2022 - Present · 4 yrs 1 mo
Previous Registrations
AXA Advisors, LLC
October 2009 - July 2013 · 3 yrs 9 mos
AXA Advisors, LLCBroker
October 2009 - July 2013 · 3 yrs 9 mos
State Registrations27 states
AZCACOCTDCDEFLGAILINLAMAMIMONCNJNYOHORPASCTNTXUTVAWAWY
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.