Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Wegh is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jack has been in the industry since 1989 and is currently registered with the state of New York. Jack has a broad range of experience and specializes in investment consulting, financial planning and portfolio management for businesses and individuals. In addition to his current role at Wells Fargo Advisors Financial Network, LLC, Jack has held positions at other firms, including Morgan Stanley.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
08/24/2023 - Present
Wells Fargo Advisors Financial Network, LLC (CHATHAM NJ)
NY
08/31/2012 - 09/21/2023
MORGAN STANLEY (New York NY)
NY
10/01/1999 - 09/04/2012
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NC
07/15/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
PA
04/12/1996 - 08/03/1998
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
NY
08/03/1990 - 02/13/1996
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
11/18/1987 - 08/18/1988
BT SECURITIES CORPORATION
BC
Issued 09/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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