Jahar DattaCRD 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.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Fidelity Personal And Workplace Advisors
|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|
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
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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, WY
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