Unclaimed Profile

Jonathan Geoffrey Weiss

WELLS FARGO INVESTMENT INSTITUTE, INC.·CHARLOTTE, North Carolina

WELLS FARGO INVESTMENT INSTITUTE, INC.

401 SOUTH TRYON STREET, CHARLOTTE, NC 28202CRD# 2362764Firm CRD# 133204

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Geoffrey Weiss · CHARLOTTE, NC

Registration

CRD #2362764 · WELLS FARGO INVESTMENT INSTITUTE, INC.

Brand Profile

Not yet started

Disclosure history

11 disclosures on file · See FINRA BrokerCheck for full record

About

Jonathan Geoffrey Weiss is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with WELLS FARGO INVESTMENT INSTITUTE, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

Speak with Jonathan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jonathan is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

WELLS FARGO INVESTMENT INSTITUTE, INC.

AUM

$44.0B

Regulatory assets under management

Employees

251

Total firm employees

View all advisors at WELLS FARGO INVESTMENT INSTITUTE, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2362764

Firm CRD# 133204

View on FINRA BrokerCheck →

Looking for a financial advisor in CHARLOTTE?

Browse all registered financial advisors in CHARLOTTE, North Carolina or claim this profile if it's yours.

Browse CHARLOTTE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jonathan Geoffrey Weiss offer?

Jonathan Geoffrey Weiss specializes in Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Jonathan Geoffrey Weiss's credentials?

Jonathan Geoffrey Weiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Geoffrey Weiss located?

Jonathan Geoffrey Weiss is based in CHARLOTTE, North Carolina, working with WELLS FARGO INVESTMENT INSTITUTE, INC.. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Jonathan Geoffrey Weiss charge for services?

Jonathan Geoffrey Weiss's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WELLS FARGO INVESTMENT INSTITUTE, INC.?

WELLS FARGO INVESTMENT INSTITUTE, INC. has approximately 251 employees and manages $44.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →