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Jade Skelton

2 Years of Experience
Wilmington, NC
1 DisclosureBroker

Jade Skelton is a registered investment advisor at Wells Fargo Advisors, based in Wilmington, NC, with 2 years of industry experience. Jade is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

5501 Carolina Beach Rd, Wilmington, NC, 28412

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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.
Financial
December 2020
Final
Employment History
Current Registrations
Wells Fargo Advisors
January 2024 - Present · 2 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
November 2023 - Present · 2 yrs 11 mos
State Registrations2 states
FLNC
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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