Jake
Pudenz
Wells Fargo Investment Institute, Inc
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About this Advisor
Jake Pudenz is a financial advisor based in Charlotte, North Carolina, working with Wells Fargo Investment Institute, Inc. Jake has previously held positions at Ameriprise Financial Services, LLC, High School, Minnehaha Golf Course, Prairie Green Golf Course, City Of Sioux Falls, Interstate Office Products, Hdh Advisors, Potbelly, Iowa State University, Jeff's Pizza, and Wells Fargo Investment Institute, Inc. Jake has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Jake is part of Wells Fargo Investment Institute, Inc, which operates out of Charlotte, North Carolina. 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
Services Offered
Fee Structure
Office Location
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Wells Fargo Investment Institute, Inc Brokerage Details
$43,998,251,201
251
20,338
$2,163,352
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
Jake Pudenz Work History
Wells Fargo Investment Institute, Inc
Ameriprise Financial Services, LLC
Hdh Advisors
Potbelly
Jeff'S Pizza
Interstate Office Products
City Of Sioux Falls
Iowa State University
Prairie Green Golf Course
Minnehaha Golf Course
High School
Disclosures
Please visit the SEC profile of Jake Pudenz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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