Jared
Kale

Wells Fargo Advisors Financial Network, LLC

CRD#4088606
Investment Advisor
in Atlanta, GA
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About this Advisor

Jared Kale is a certified financial planner operating out of Atlanta, Georgia, who has 10 years of experience as a financial advisor. Kale currently works for Wells Fargo Advisors Financial Network, LLC. Kale has gained experience at Wachovia Securities Financial Network, LLC (11025) and Wells Fargo Advisors Financial Network LLC. Kale holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Georgia. Wells Fargo Advisors Financial Network, LLC is an advisory company headquartered in Atlanta, Georgia. The investment advisory business has offices in 729 locations and a total of 1,997 advisors. It manages $49 billion in total assets among its 149,098 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 763 charities and foundations. Of its 149,098 customer accounts, 41% belong to high-net-worth individuals who have more than $1 million in investable assets. The business provides a number of services, such as 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. Fees charged by financial advisors largely depend on which service is offered. Fees charged by Wells Fargo Advisors Financial Network, LLC can be comprised of 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

3414 Peachtree Rd Ne Ste 1100
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

Jared Kale Work History

Jared has 10 years of experience.

2009 - Present (10 years)

Wells Fargo Advisors Financial Network LLC

2008 - 2009 (1 years)

Wachovia Securities Financial Network, LLC (11025)

Disclosures

Jared Kale has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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