Jeffrey Feinstein
Jeffrey Feinstein is a registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 10 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
28 W. 44th Street, Ste 1200 12th Fl, New York, NY, 10036
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey sells fixed insurance, dedicating about 10-20% of his time, and co-owns NM Feinstein Family Partnership, LP, which manages commercial real estate, also taking about 10-20% of his time. He also owns Feinstein Financial, LLC to facilitate securities, advisory, and insurance business, which takes minimal time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations23 states
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