Jean-paul Atallah, financial advisor West Hartford CT
93 score

Jean-paul Atallah

CRD Number: 5506492
Current Firm: Wells Fargo Advisors Financial Network, LLC

Jean-paul Atallah (CRD# 5506492) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in West Hartford, CT and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC West Hartford, CT Jun 2014 - Current 2
Wells Fargo Advisors LLC Hartford, CT Apr 2012 - Jun 2014 2
Td Bank Southington, CT Sep 2010 - Apr 2012 1
Metlife Wethersfield, CT Sep 2009 - Sep 2010 1
Unemployed Wethersfield, CT Jun 2009 - Jul 2009 < 1
Metropolitan Life Insurance Wethersfield, CT Mar 2009 - May 2009 < 1
University Of Ct Storrs, CT Aug 2005 - Mar 2009 3
Ameriprise Financial Norht Haven, CT May 2008 - Aug 2008 < 1
Hillister Co Waterbury, CT May 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2009
Contact Info for Jean-paul Atallah
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • CT
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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