Jacob Grant
Jacob Grant is a registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, with 4 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
1525 W W T Harris Blvd, Charlotte, NC, 28262
Get directionsHistory
Regulatory History (2)
Judgment / Lien
June 2026Financial
September 2020Other Business Activities
Jacob owns and operates Fuego Morenito LLC, a cookie baking business, since March 2021. He spends about 10-20% of his time baking and selling cookies.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Fidelity Brokerage Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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
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