Jon SamokarCRD Number: 6331289
Current Firm: Wells Fargo Advisors, LLC
Jon Samokar (CRD# 6331289) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Lexington, KY and has over 3 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|Wells Fargo Advisors, LLC||Lexington, KY||Apr 2014 - Current||3|
|Kentucky Community And Technical College System||Versailles, KY||Nov 2008 - Apr 2014||5|
|Kentucky Personnel Cabinet - Governmental Services Center||Frankfort, KY||Aug 2005 - Nov 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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