Jonathan Bourgeois
Jonathan Bourgeois is a registered investment advisor at Wells Fargo Advisors, based in San Diego, CA, with 16 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
4655 Executive Dr Ste 1000, [Sc-Rbo], San Diego, CA, 92121
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Regulatory History (1)
Customer Dispute
March 2024Other Business Activities
Jonathan is a business development consultant for HL Welding Inc., dedicating about 10-20% of his time to sales and contract negotiation. He also has 100% ownership of JB Bourgeois LLC, dedicating about half his time to this, receiving 1099 income for HL Welding employment.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Wells Fargo Investments, LLCBroker
State Registrations25 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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