JJ
JJ

Jacob Johnson

7 Years of Experience
Minneapolis, MN
Broker

Jacob Johnson is a registered investment advisor at Wells Fargo Advisors, based in Minneapolis, MN, with 7 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

Minneapolis, MN

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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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Other Business Activities

Jacob volunteers as a coach for Wayzata Public Schools' high school wrestling team since 2022. He also coaches for USA Wrestling and Wayzata Youth Wrestling Club since 2025.

Employment History
Current Registrations
Wells Fargo Advisors
March 2026 - Present · 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2026 - Present · 6 mos
Previous Registrations
UBS Financial Services INC.
August 2020 - March 2026 · 5 yrs 7 mos
UBS Financial Services INC.Broker
November 2019 - March 2026 · 6 yrs 4 mos
U.S. Bancorp Investments, INC.Broker
July 2018 - November 2019 · 1 yr 4 mos
State Registrations9 states
AZCOFLILMNNVPAWAWI
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.
Jacob Johnson - Financial Advisor | TrueAdvisor