Jeffrey Felix, financial advisor Minneapolis MN
91 score

Jeffrey Felix

CRD Number: 6373646
Current Firm: Wells Fargo Advisors, LLC

Jeffrey Felix (CRD# 6373646) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Minneapolis, MN and has over 2 years of experience in the finance industry. Jeffrey Felix has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Bank Los Angeles, CA Mar 2016 - Current < 1
Wells Fargo Advisors Los Angeles, CA Mar 2016 - Current < 1
Unionbanc Investment Services Beverly Hills, CA Aug 2014 - Mar 2016 1
Mufg Union Bank, N.a. Beverly Hills, CA Mar 2009 - Mar 2016 7
American Golf Inc. Los Angeles, CA Jun 2007 - Jun 2009 2
The Mulligan Man Woodland Hills, CA Sep 2008 - Mar 2009 < 1
California State University, Northridge Northridge, CA Oct 2006 - Jun 2007 < 1
Culvery City Golf Culver City, CA Jun 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Jeffrey R. Felix
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
91
Clean Record
This advisor has a clean track record with regulators.

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