JZ
JZ
Jacob Zander
2 Years of Experience
Salt Lake City, UT
1 DisclosureBroker
Jacob Zander is a registered investment advisor at Wells Fargo Advisors, based in Salt Lake City, UT, 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
5201 Amelia Earhart Dr 2nd & 3rd Fls, [Wt & Cst], Salt Lake City, UT, 84116
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
February 2024Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2025 - Present · 1 yr
Wells Fargo Advisors
January 2025 - Present · 1 yr 8 mos
Wells Fargo Clearing Services, LLCBroker
December 2024 - Present · 1 yr 9 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
January 2024 - March 2024 · 2 mos
Fidelity Brokerage Services LLCBroker
January 2023 - March 2024 · 1 yr 2 mos
Zander, Jacob
January 2023 - December 2023 · 11 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.