JW
JW

Jace Whitaker

2 Years of Experience
Hazleton, PA
Broker

Jace Whitaker is a registered investment advisor at Wells Fargo Advisors, based in Hazleton, PA, with 2 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

8 W Broad St, Ste 624, Hazleton, PA, 18201

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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

Jace serves as Treasurer for the United Way of Greater Hazleton, starting in August 2024. This involves attending board meetings and acting as a financial liaison, requiring minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
June 2024 - Present · 1 yr 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2024 - Present · 2 yrs 3 mos
State Registrations1 state
PA
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.