Brendan Jones
Brendan Jones is a registered investment advisor at Wells Fargo Advisors, based in Winter Park, FL, with 13 years of industry experience. Brendan 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
950 N Orlando Ave, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (5)
Customer Dispute
May 2026Financial
April 2020Financial
April 2020Financial
October 2018Financial
June 2018Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
M&t Securities, INC.Broker
State Registrations24 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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