JD
JD

Jillian Dedic

11 Years of Experience
Owosso, MI
Broker

Jillian Dedic is a registered investment advisor at Wells Fargo Advisors, based in Owosso, MI, with 11 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

201 N. Washington St, Owosso, MI, 48867

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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

Jillian has a 10% ownership stake in Parson Management LLC, an investment-related business, and uses it to finance business expenses. This requires a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
May 2022 - Present · 4 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2022 - Present · 4 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2017 - May 2022 · 5 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
June 2014 - May 2022 · 7 yrs 11 mos
State Registrations21 states
ALARAZCACOFLILINKYMAMIMNMONCNYOHORSCTNTXUT
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.
Jillian Dedic - Financial Advisor | TrueAdvisor