John Ter-Oganesyan
John Ter-Oganesyan is a registered investment advisor at Wells Fargo Advisors, based in Encino, CA, with 15 years of industry experience. John 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
15760 Ventura Blvd Ste 1250, [Sk-Rbo], Encino, CA, 91436
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2020Other Business Activities
John has a 33.33% ownership in Threestone Holdings, LLC, and rental property since 2020, spending minimal time on accounting and bookkeeping. Both activities are investment-related.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations9 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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