Jordan
Topal
Wells Fargo Investment Institute, Inc
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About this Advisor
Jordan Topal is a financial advisor based in Raleigh, North Carolina, working with Wells Fargo Investment Institute, Inc. Jordan has previously held positions at Wells Fargo Investment Institute, Inc and Wells Fargo Bank. Jordan has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Jordan is part of Wells Fargo Investment Institute, Inc, which operates out of Raleigh, 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
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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
Jordan Topal Work History
Wells Fargo Investment Institute, Inc
Wells Fargo Bank
Disclosures
Please visit the SEC profile of Jordan Topal 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
Charlotte, NC
Raleigh, NC
Salt Lake City, UT
Bend, OR
Los Angeles, CA
Charlotte, NC
Dallas, TX
San Francisco, CA
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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