Jay Pender, financial advisor Perry IA
93 score

Jay Pender

CRD Number: 5324663
Current Firm: Wells Fargo Advisors, LLC

Jay Pender (CRD# 5324663) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Perry, IA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Clive, IA Feb 2011 - Current 5
Edward Jones Saint Louis, MO Apr 2007 - Feb 2011 3
The Sherwin-williams Company Des Moines, IA Nov 1988 - Apr 2007 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Jay A. Pender
Phone Number: 314-875-3000
Registered State(s):
  • IA
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
93
Clean Record
This advisor has a clean track record with regulators.

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