Francis Jarmusik, financial advisor Charlotte NC
93 score

Francis Jarmusik

CRD Number: 1449646
Current Firm: Wells Fargo Advisors, LLC

Francis Jarmusik (CRD# 1449646) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Charlotte, NC and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Philadelphia, PA May 2009 - Current 7
Philadelphia Eagles Philadelphia, PA Feb 2005 - Current 11
Wachovia Securities, LLC Philadelphia, PA Jun 2003 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Jan 2006
Contact Info for Francis S. Jarmusik
Phone Number: 314-875-3000
Registered State(s):
  • PA
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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