Jason Kiefer is a registered investment advisor at Wells Fargo Advisors, based in Ocean City, NJ, with 13 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
800 Asbury Ave, Ocean City, NJ, 08226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason has a 4% ownership in Fortress Financial, LLC since January 2023, dedicating full-time hours to the firm. Eight of those hours are during trading hours, in a financial practice.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations30 states
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