Jahar Datta, financial advisor San Jose CA

Jahar Datta

CRD Number: 5040491
Current Firm: Wells Fargo Clearing Services, LLC

Jahar Datta (CRD# 5040491) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in San Jose, CA and has over 16 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Wells Fargo Clearing Services, LLC San Jose, CA Nov 2016 - Current 5
Wells Fargo Advisors, LLC San Jose, CA Mar 2014 - Nov 2016 2
Citigroup Sunnyvale, CA Dec 2011 - Mar 2014 2
Chase Investment Services Corp Newark, CA Apr 2010 - Dec 2011 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jahar L. Datta
Phone Number: 314-875-3000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
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, WY

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