JD
JD

Jonathan Dicent

5 Years of Experience
White Plains, NY
1 DisclosureBrokerSells Insurance

Jonathan Dicent is a registered investment advisor at Wells Fargo Advisors, based in White Plains, NY, with 5 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

399 Knollwood Rd, 208 2nd Floor, White Plains, NY, 10603

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History

Regulatory History (1)
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Financial
September 2025
Final
Other Business ActivitiesSells Insurance

Jonathan operates his LPL business under the DBA Prudential Advisors, dedicating full-time hours. He also works full-time with a non-variable insurance agency, selling insurance.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2025 - Present · 1 yr
Wells Fargo Advisors
September 2025 - Present · 1 yr
Previous Registrations
LPL Enterprise, LLCBroker
March 2025 - June 2025 · 3 mos
LPL Enterprise, LLC
March 2025 - June 2025 · 3 mos
Advice and Planning Services
May 2023 - June 2024 · 1 yr 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
May 2023 - June 2024 · 1 yr 1 mo
State Farm Vp Management CORP.Broker
November 2022 - April 2023 · 5 mos
Citigroup Global Markets INC.
November 2021 - July 2022 · 8 mos
Citigroup Global Markets INC.Broker
November 2021 - July 2022 · 8 mos
Primerica Advisors
July 2021 - September 2021 · 2 mos
PFS Investments INC.Broker
June 2021 - September 2021 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2019 - August 2019 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2019 - August 2019 · 7 mos
J.P. Morgan Securities LLCBroker
April 2018 - December 2018 · 8 mos
Santander Securities LLCBroker
June 2017 - March 2018 · 9 mos
State Registrations1 state
NY
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.