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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Mercer is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Jeffrey has been in the industry since June 1999 and is registered to provide investment advice in 37 states. Jeffrey's firm, Wells Fargo Advisors Financial Network, LLC, has approximately 2434 clients and 154 billion dollars in assets under management. The firm primarily provides investment consulting services to institutional clients, financial planning, and portfolio management for businesses and individuals. Jeffrey has experience providing financial advice to insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Jeffrey holds Series 7, Series 63, and Series 66 licenses as well as the Securities Industry Essentials (SIE) exam. Jeffrey also holds the Certified Financial Planner designation.
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.
1
2
IL
04/12/2024 - Present
Wells Fargo Advisors Financial Network, LLC (OAKBROOK IL)
IL
01/01/2008 - 04/12/2024
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
IL
06/11/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHICAGO IL)
BOTH
Issued 12/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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