Jeff Plyamm, financial advisor Encino CA
93 score

Jeff Plyamm

CRD Number: 5482785
Current Firm: Wells Fargo Advisors, LLC

Jeff Plyamm (CRD# 5482785) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Encino, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Westlake Village, CA Sep 2013 - Current 3
J.p. Morgan Securities LLC Los Angeles, CA Oct 2012 - Sep 2013 < 1
Chase Investment Services Corp Los Angeles, CA Dec 2009 - Oct 2012 2
Wells Fargo Bank Glendale, CA Jun 2009 - Dec 2009 < 1
Wells Fargo Investments Glendale, CA Jun 2009 - Dec 2009 < 1
Citigroup Global Markets Inc. Glendale, CA Jan 2008 - Apr 2009 1
Vadim Lipel A.p.c. Encino, CA Sep 2006 - Jan 2008 1
Legacy Financial Of Ca Beverly Hills, CA Sep 2006 - Dec 2007 1
Unemployed San Francisco, CA Apr 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Jeff Plyamm
Phone Number: 314-875-3000
Registered State(s):
  • CA
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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