Jeremy Baron, financial advisor Glen Mills PA
90 score

Jeremy Baron

CRD Number: 5885756
Current Firm: Wells Fargo Advisors, LLC

Jeremy Baron (CRD# 5885756) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Glen Mills, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Dover, DE Feb 2013 - Current 3
Wells Fargo Bank Na Dover, DE Jan 2013 - Current 3
Edward Jones St Louis, MO Jan 2013 - Jan 2013 < 1
Diamond State Financial Group St. Paul, MN Feb 2011 - Jan 2013 1
Securian Financial Services Inc. St. Paul, MN Feb 2011 - Jan 2013 1
Minnesota Life St. Paul, MN Feb 2011 - Jan 2013 1
Securian Financial Services Inc. St. Paul, MN Jan 2011 - Feb 2011 < 1
Office Of The Lt. Governor Wilmington, DE Jul 2010 - Sep 2010 < 1
Delaware State Senate Dover, DE Jan 2008 - Jul 2010 2
Wilmington Country Club Wilmington, DE Aug 2004 - Sep 2009 5
Concord High School Wilmington, DE Jun 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Jeremy M. Baron
Phone Number: 314-875-3000
Registered State(s):
  • DE
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
90
Clean Record
This advisor has a clean track record with regulators.

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