Jeffrey ShaverCRD Number: 3125994
Current Firm: Wells Fargo Advisors, LLC
Jeffrey Shaver (CRD# 3125994) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Salt Lake City, UT and has over 18 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Wells Fargo Advisors LLC||Salt Lake City, UT||May 2011 - Current||5|
|Morgan Stanley Smith Barney||Salt Lake City, UT||Jun 2009 - May 2011||1|
|Morgan Stanley & Company, Incorporated||Salt Lake City, UT||Apr 2007 - May 2011||4|
|Morgan Stanley Dw, Inc.||Salt Lake City, UT||Aug 1998 - Apr 2007||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 1998|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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