Jade Riley, financial advisor Prescott AZ
93 score

Jade Riley

CRD Number: 1218937
Current Firm: Wells Fargo Advisors, LLC

Jade Riley (CRD# 1218937) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Prescott, AZ and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Prescott, AZ May 2009 - Current 7
Wachovia Securities, LLC Prescott, AZ Jan 2008 - May 2009 1
A.g. Edwards San Diego, CA Jul 1996 - Jan 2008 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1990
S65 NASAA Investment Advisors Law Examination Nov 1992
Contact Info for Jade R. Riley
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
93
Clean Record
This advisor has a clean track record with regulators.

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