Jeffrey Baar, financial advisor Sarasota FL
69 score

Jeffrey Baar

CRD Number: 6142705
Current Firm: Wells Fargo Advisors Financial Network, LLC

Jeffrey Baar (CRD# 6142705) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Sarasota, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Sarsota, FL Dec 2012 - Current 4
Self Employed Sarasota, FL Dec 2010 - Nov 2012 1
Florida State University Tallahassee, FL Aug 2005 - Dec 2010 5
Tantra Lounge Tallahassee, FL Sep 2008 - Jan 2010 1
Pita Pit Tallahassee, FL Jul 2007 - Sep 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S65 NASAA Investment Advisors Law Examination Sep 2014
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey W. Baar
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
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
69

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