Jason Kiefer, financial advisor Ocean City NJ

Jason Kiefer

CRD Number: 6034762
Current Firm: Wells Fargo Advisors Financial Network, LLC

Jason Kiefer (CRD# 6034762) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Ocean City, NJ and has over 11 years of experience in the finance industry.

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Wells Fargo Advisors Financial Network, LLC
Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Ocean City, NJ May 2021 - Current 2
Edward Jones St Louis, MO Mar 2012 - May 2021 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Jason S. Kiefer
Phone Number: 314-875-3000
Firm Website: https://stories.wf.com/
Registered State(s):
  • NJ
  • 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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