Jerod Macko, financial advisor Syracuse NY

Jerod Macko

CRD Number: 4964708
Current Firm: Wells Fargo Advisors Financial Network, LLC

Jerod Macko (CRD# 4964708) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Syracuse, NY and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Syracuse, NY Oct 2021 - Current 2
Wells Fargo Clearing Services, LLC De Witt, NY Nov 2016 - Oct 2021 4
Wells Fargo Advisors LLC De Witt, NY May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2005
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Jerod A. Macko
Phone Number: 314-875-3000
Firm Website: https://stories.wf.com/
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    103,107
    MILLIONS
  • Total Number of Accounts
    267,333
    ACCOUNTS
  • Average Account Value
    $385,689
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, WY

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