Jacob Zander

2 Years of Experience

South Jordan, UT

1 DisclosureBroker

Jacob Zander is a registered investment advisor at Wells Fargo Advisors, based in South Jordan, UT, with 2 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors

Compensation

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Firm Size

4242 advisors

IM Fee

Planning only

Assets Under Management

$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

South Jordan, UT

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

February 2024

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Wells Fargo Advisors Financial Network, LLCBroker

September 2025 - Present · 1 yr 1 mo

Wells Fargo Advisors

January 2025 - Present · 1 yr 9 mos

Wells Fargo Clearing Services, LLCBroker

December 2024 - Present · 1 yr 10 mos

Wells Fargo Clearing Services, LLC

December 2024 - Present · 1 yr 10 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.

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