Jeff Schroeder, financial advisor Salt Lake City UT
93 score

Jeff Schroeder

CRD Number: 5278932
Current Firm: Wells Fargo Advisors, LLC

Jeff Schroeder (CRD# 5278932) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Salt Lake City, UT and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Salt Lake City, UT Mar 2011 - Current 5
Unemployed Murray, UT Nov 2010 - Mar 2011 < 1
Mml Investor Services Inc. Salt Lake City, UT Aug 2009 - Nov 2010 1
Massmutual Life Insurance Company Salt Lake City, UT Nov 2008 - Nov 2010 2
Aerotek Sandy, UT Mar 2008 - Oct 2008 < 1
Ameriprise Financial Services Inc. Midvale, UT Dec 2007 - Mar 2008 < 1
Unemployed Murray, UT Oct 2007 - Dec 2007 < 1
Ameriprise Financial Services, Inc. Midvale, UT Jan 2007 - Oct 2007 < 1
Aaron Schroeder Realty Midvale, UT Jun 2006 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Jeff K. Schroeder
Phone Number: 314-875-3000
Registered State(s):
  • TX
  • UT
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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