Jonathon AlbersCRD Number: 6539226
Current Firm: Wells Fargo Clearing Services, LLC
Jonathon Albers (CRD# 6539226) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Milwaukee, WI and has over 5 years of experience in the finance industry.
Robert W. Baird & Company Incorporated
Annex Wealth Management, LLC
Pgim Investments LLC
|Wells Fargo Clearing Services, LLC||Appleton, WI||May 2021 - Current||< 1|
|Wells Fargo Bank, Na||Appleton, WI||Apr 2021 - Current||< 1|
|Packerland Brokerage||Green Bay, WI||May 2017 - Apr 2021||3|
|T Rowe Price||Colorado Springs, CO||Jul 2015 - May 2017||1|
|Best Buy||Oshkosh, WI||Sep 2010 - Jun 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2016|
|S66||NASAA Uniform Combined State Law Examination||Aug 2017|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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, WY
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