Jared Sloan is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Wheeling, WV, with 12 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
2001 Main Street, Suite 701, Wheeling, WV, 26003
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Regulatory History
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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Jared is a board member for the City of St. Clairsville Board of Zoning Appeals since January 2021 and the City of St. Clairsville Planning Commission Board since March 2024. He dedicates minimal time to each of these roles, which are not investment-related.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations34 states
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