Jesse Suffield, financial advisor Arlington TX
90 score

Jesse Suffield

CRD Number: 6058235
Current Firm: Wells Fargo Advisors, LLC

Jesse Suffield (CRD# 6058235) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Arlington, TX and has over 4 years of experience in the finance industry.

Similar Advisors
Ryan Kruger, CFA, financial advisor Arlington TX
Ryan W. Kruger, CFA
CRD# 5425820
Khp Capital LLC
Score
108
Similar Advisors
Bryn Henry, financial advisor Arlington TX
Bryn T. Henry
CRD# 4465166
Commonwealth Financial Network
Score
101
Similar Advisors
Connor Ambrose, financial advisor Arlington TX
Connor A. Ambrose
CRD# 5763812
Summit Financial Group Inc.
Score
104
Company Name Location Dates Years
Wells Fargo Advisors, LLC Arlington, TX Apr 2012 - Current 4
Wells Fargo Bank Na Fort Worth, TX Dec 2008 - Current 8
Academy Sports + Outdoors Burleson, TX Aug 2010 - Jun 2011 < 1
Pfm LLC Cleburne, TX Jan 2007 - Oct 2008 1
Mcmurry University Abilene, TX Sep 2006 - Dec 2006 < 1
Academy Sports + Outdoors Abilene, TX Aug 2006 - Dec 2006 < 1
Ymca Abilene, TX Aug 2004 - Aug 2006 2
R & R Aquatics Richmond, TX Jul 2002 - Aug 2006 4
Lamar Consolidated Isd Richmond, TX Jul 2001 - Aug 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Jesse W. Suffield
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.