JF
JF

Jordan Fuller

10 Years of Experience
Charlotte, NC
Broker

Jordan Fuller is a registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, 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
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

7615 Colony Rd, Ste 215A, Charlotte, NC, 28226

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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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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2020 - Present · 5 yrs 7 mos
Wells Fargo Advisors
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Royal Alliance Associates, INC.
November 2018 - October 2020 · 1 yr 11 mos
Royal Alliance Associates, INC.Broker
November 2018 - October 2020 · 1 yr 11 mos
Signator Investors, INC.Broker
May 2016 - November 2018 · 2 yrs 6 mos
Signator Investors, INC.
May 2016 - November 2018 · 2 yrs 6 mos
Transamerica Financial Advisors, INC.
May 2016 - May 2016 · 0 mos
Transamerica Financial Advisors, INCBroker
August 2015 - May 2016 · 9 mos
State Registrations1 state
NC
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.