Jailall
Samaroo

Wells Fargo Investment Institute, Inc

CRD#1329688
Investment Advisor
in Jacksonville, FL

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About this Advisor

Jailall Samaroo is a financial advisor based in Jacksonville, Florida, working with Wells Fargo Investment Institute, Inc. Jailall has previously held positions at Wells Fargo Investment Institute, Inc and Wells Fargo Bank. Jailall has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Jailall is part of Wells Fargo Investment Institute, Inc, which operates out of Jacksonville, Florida. The firm has 6 offices and 251 employees. The firm manages assets totaling $44.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Wells Fargo Investment Institute, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3563 Phillips Hwy Bldg D Floor 02
Jacksonville, FL 32207-5663

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Wells Fargo Investment Institute, Inc Brokerage Details

Total Assets Under Management

$43,998,251,201

FL Average: $3,625,019,099
Total Number of Employees

251

FL Average: 22
Total Number of Accounts

20,338

FL Average: 1,917
Average Account Size

$2,163,352

FL Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Jailall Samaroo Work History

2021 - Present (3 years)

Wells Fargo Investment Institute, Inc

1999 - Present (25 years)

Wells Fargo Bank

Disclosures

Please visit the SEC profile of Jailall Samaroo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wells Fargo Investment Institute, Inc

Bryan Cline
Bend, OR
Richard Burke
Charlotte, NC
David Lipsey
Los Angeles, CA
Jordan Topal
Raleigh, NC
Matthew Hope
Dallas, TX
Wyatt Priddle
Charlotte, NC
Alexander Baran
Salt Lake City, UT
Lincoln Maurer
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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