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Jeff Zuckerman

Wells Fargo Securities, LLC

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About Jeff Zuckerman

Jeff Zuckerman is a financial advisor registered with Wells Fargo Securities, LLC. Jeff is a licensed securities professional with over 16 years of experience in the financial services industry. Jeff has a wide range of experience in providing investment advice and financial planning services to individuals and families.

Firm Information

Jeff Zuckerman is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

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.

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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Jeff Zuckerman’s Registration & Firm History

NY

03/02/2021 - Present

Wells Fargo Securities, LLC (New York NY)

NY

12/15/2014 - 02/01/2018

TOURMALINE PARTNERS, LLC (New York NY)

NY

04/09/2002 - 01/02/2008

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/24/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/2015

Series 24 - General Securities Principal Examination

BC

Issued 02/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/2014

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/15/2014

Series 7 - General Securities Representative Examination

BC

Issued 06/18/2002

Series 25 - NYSE Trading Assistant Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jeff Zuckerman.
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