JB
JB
Jeffrey Bogert
50 Years of Experience
Allentown, PA
1 DisclosureBroker
Jeffrey Bogert is a registered investment advisor at Wells Fargo Advisors, based in Allentown, PA, with 50 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
1605 N Cedar Crest Blvd Ste 111, [Satellite], Allentown, PA, 18104
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2002Denied
Other Business Activities
Jeffrey serves as a trustee for friend/client trust accounts since 1991 and 2005. He spends minimal time on these activities.
Employment History
Current Registrations
Wells Fargo Advisors
September 2016 - Present · 9 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2009 - Present · 16 yrs 5 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - December 2009 · 6 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
May 1988 - February 2006 · 17 yrs 9 mos
Legg Mason Warren York, INC.Broker
October 1975 - May 1988 · 12 yrs 7 mos
State Registrations2 states
DEPA
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.