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Jaclyn Smith

3 Years of Experience
San Diego, CA
Broker

Jaclyn Smith is a registered investment advisor at Wells Fargo Advisors, based in San Diego, CA, with 3 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

4655 Executive Drive, San Diego, CA, 92121

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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

Jaclyn maintains a California State Bar law license and a California Department of Real Estate license, both for continuing education purposes. These activities are not investment-related and require minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
February 2023 - Present · 3 yrs 5 mos
Wells Fargo Advisors Financial Network, LLC
February 2023 - Present · 3 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2023 - Present · 3 yrs 5 mos
Wells Fargo Advisors
June 2022 - Present · 4 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
April 2022 - Present · 4 yrs 3 mos
State Registrations1 state
CA
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.
Jaclyn Smith - Financial Advisor | TrueAdvisor