Tay Jacoby-Fries is a registered investment advisor at Wells Fargo Advisors, based in Portland, OR, 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
Portland, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tay owns 100% of TJF LLC and 14% of Northwest Cedar Financial LLC, and is a trustee for Northwest Cedar Financial 401k. These activities are investment-related and take about a quarter of Tay's time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Fsb Premier Wealth Management, INC.
Fsb Premier Wealth Management, INC.Broker
State Registrations16 states
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