Jeffrey Mckee
Jeffrey Mckee is a registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, with 16 years of industry experience. Jeffrey 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
8601 N Scottsdale Rd Ste 150, [Tl-Rbo], Scottsdale, AZ, 85253
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2022Financial
September 2020Other Business Activities
Jeffrey works as a caregiver for Arizona Care Providers since July 2024. This activity, which is not investment-related, takes about a quarter of his time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations30 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
More Advisors
- Alec Sankey, CFP, ChFCWells Fargo Advisors
- Mitchell StillmanWells Fargo Advisors
- Marcus Lerman, CFPWells Fargo Advisors
- Melek Akgul-Lee, CFPWells Fargo Advisors
- Matthew DudleyWells Fargo Advisors
- Larry Copeland, CFPWells Fargo Advisors