JG
JG

Jeffery Gardner

11 Years of Experience
West Des Moines, IA
Broker

Jeffery Gardner is a registered investment advisor at Wells Fargo Advisors, based in West Des Moines, IA, 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

6600 Westown Pkwy, Suite 257, West Des Moines, IA, 50266

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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

Jeffery has 50% ownership in BG Capital, LLC, which holds rental properties, and spends a few hours per week on it. He also has 100% ownership with his spouse in Stuff A Buddy, LLC, dealing with unstuffed plush animals, and owns multiple rental properties in Algona, IA, dedicating minimal time to each.

Employment History
Current Registrations
Wells Fargo Advisors
October 2022 - Present · 3 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2022 - Present · 3 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2021 - September 2022 · 1 yr
Wells Fargo Clearing Services, LLCBroker
September 2021 - September 2022 · 1 yr
Fisher Investments
January 2021 - July 2021 · 6 mos
TD Ameritrade, INC.
February 2018 - January 2021 · 2 yrs 11 mos
TD Ameritrade, INC.Broker
February 2018 - January 2021 · 2 yrs 11 mos
TD Ameritrade Investment Management, LLC
February 2018 - December 2020 · 2 yrs 10 mos
Scottrade Investment Management
January 2017 - February 2018 · 1 yr 1 mo
Scottrade, INC.Broker
November 2016 - February 2018 · 1 yr 3 mos
Voya Financial Partners, LLC
May 2016 - October 2016 · 5 mos
Voya Financial Partners, LLCBroker
May 2016 - October 2016 · 5 mos
Directed Services LLCBroker
September 2015 - October 2016 · 1 yr 1 mo
Wells Fargo Advisors, LLC
April 2014 - September 2015 · 1 yr 5 mos
Wells Fargo Advisors, LLCBroker
March 2014 - September 2015 · 1 yr 6 mos
State Registrations1 state
IA
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.