PJ
PJ

Parker Jeffrey

8 Years of Experience
Richmond, VA
2 DisclosuresBroker

Parker Jeffrey is a registered investment advisor at Wells Fargo Advisors, based in Richmond, VA, with 8 years of industry experience. Parker is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1800 Bayberry Ct Ste 100, Richmond, VA, 23226

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
May 2018
Final
Financial
April 2017
Final
Other Business Activities

Parker owns a videography/video production business since 2016. He spends about 10-20% of his time on this activity, with 10 of those hours during trading hours.

Employment History
Current Registrations
Wells Fargo Advisors
May 2026 - Present · 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2026 - Present · 5 mos
Wells Fargo Advisors
August 2021 - Present · 5 yrs 2 mos
Wells Fargo Clearing Services, LLC
August 2018 - Present · 8 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
August 2018 - Present · 8 yrs 2 mos
State Registrations12 states
ARCAFLMAMENYPARIUTVAVTWA
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.
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