Jesse Dale is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Lake Ozark, MO, with 9 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
2140 Bagnell Dam Blvd, Suite 301, Lake Ozark, MO, 65049
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jesse has a 33.33% ownership in Westfarthing LLC since 2016, spending minimal time on paperwork. Jesse also has 50% ownership in Dale Hollow Fruit Farms LLC since 2024, dedicating about 10-20% of their time to high-level ownership and decision-making.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations38 states
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