Hosan Jeon, financial advisor Mclean VA
89 score

Hosan Jeon

CRD Number: 6253854
Current Firm: Wells Fargo Advisors, LLC

Hosan Jeon (CRD# 6253854) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Mclean, VA and has over 4 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Mclean VA
Jim David
CRD# 4092356
David Wealth Management, LLC
Score
108
Similar Advisors
Michael Treanor, financial advisor Mclean VA
Michael A. Treanor
CRD# 5446267
Aegis Wealth Management LLC
Score
107
Similar Advisors
John Hensley, financial advisor Mclean VA
John K. Hensley
CRD# 1316159
Palatine Advisors, Inc.
Score
106
Company Name Location Dates Years
Wells Fargo Advisors, LLC Gainesville, VA Sep 2013 - Current 4
Wells Fargo Bank Na Gainesville, VA Jun 2009 - Current 8
Saehan Presbyterian Korean Church Annandale, VA Dec 2011 - Jan 2012 < 1
Deerpark Baptist Church Newport News, VA Nov 2010 - Apr 2011 < 1
Umw Tutoring Serivce Fredericksburg, VA Aug 2008 - May 2009 < 1
University Of Mary Washington Fredericksburg, VA Aug 2005 - May 2009 3
Umw Speaking Center Fredericksburg, VA Aug 2008 - Jan 2009 < 1
Okie Corporation Williamsburg, VA Mar 2005 - Aug 2007 2
Umw Residence Life Fredericksburg, VA Aug 2006 - May 2007 < 1
Hayashi Japanese Restaurant Williamsburg, VA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Hosan Jeon
Phone Number: 314-875-3000
Registered State(s):
  • VA
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.