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Jonathan Geoffrey Weiss

WELLS FARGO INVESTMENT INSTITUTE, INC.·CHARLOTTE, North Carolina
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401 SOUTH TRYON STREET, CHARLOTTE, NC 28202CRD# 2362764Firm CRD# 133204
01

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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
WELLS FARGO INVESTMENT INSTITUTE, INC.
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2362764
Firm CRD# 133204
11 disclosures on file
View on FINRA BrokerCheck →

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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.
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Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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