Jacob
Boggs

Wells Fargo Advisors Financial Network, LLC

CRD#3179993
Investment Advisor
in Atlanta, GA
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About this Advisor

Jacob Boggs is a certified financial planner in Atlanta, Georgia. Currently an investment advisor at Wells Fargo Advisors Financial Network, LLC, Boggs has 10 years of work experience. Boggs maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Boggs can work with clients in Georgia and Texas. Over the course of their career, they have held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Advisors Financial Network, LLC. Wells Fargo Advisors Financial Network, LLC is headquartered in Atlanta, Georgia, and has 729 brick-and-mortar locations across the United States. In aggregate, Wells Fargo Advisors Financial Network, LLC oversees $49 billion in assets throughout 149,098 accounts and employs more than 1,997 people. The level of assets currently under the firm's management places it among the largest firms in the country. The firm manages 106,411 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 41% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Wells Fargo Advisors Financial Network, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3424 Peachtree Rd Ne S-1170, Floor 11
Atlanta, GA 30326

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Wells Fargo Advisors Financial Network, LLC Brokerage Details

Total Assets Under Management

$47,520,627,966

GA Average: $11,469,110,461
Total Number of Employees

1,978

GA Average: 458
Total Number of Accounts

154,383

GA Average: 33,415
Average Account Size

$307,810

GA Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Jacob Boggs Work History

Jacob has 10 years of experience.

2015 - Present (4 years)

Wells Fargo Advisors Financial Network, LLC

2009 - 2015 (6 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 year)

Wachovia Securities, LLC

Disclosures

Jacob Boggs has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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