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Jed T Broce

Wealthfront Advisers LLC

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About Jed T Broce

Jed T Broce is a registered Investment Advisor Representative with Wealthfront Advisers LLC. Jed is also registered as a Broker-Dealer in multiple states. Jed has been in the financial services industry since 2002. Prior to joining Wealthfront Advisers LLC, Jed worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and THOMAS WEISEL PARTNERS LLC.

Firm Information

Jed Broce is currently registered with Wealthfront Advisers LLC. Wealthfront Advisers LLC is a Registered Investment Adviser based in Palo Alto, California. The firm manages approximately $35.9 billion in assets for over 536,000 clients. They offer portfolio management services for individuals and businesses, and participate in wrap fee programs. Wealthfront Advisers LLC primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations, and charitable organizations.
Wealthfront Advisers LLC

261 HAMILTON AVE.

PALO ALTO, CA 94301

$35.92B

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue share with affiliate - bd

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Jed Broce’s Registration & Firm History

CA

05/16/2018 - Present

Wealthfront Advisers LLC (PALO ALTO CA)

CA

04/08/2008 - 05/04/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)

CA

05/18/2000 - 03/17/2008

THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 08/16/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/01/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/30/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jed T Broce.
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