Jordan
Topal
Wells Fargo Investment Institute, Inc
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About this Advisor
Jordan Topal is a chartered financial analyst based out of Raleigh, North Carolina with a total of 2 years of industry experience. Topal is on the advisory team at Wells Fargo Investment Institute, Inc. Their career trajectory has included roles at Wells Fargo Investment Institute, Inc, Wells Fargo Bank and City Of Raleigh. Topal has a Series 65 license, designating them as an investment advisor representative, and is approved to operate in North Carolina. Wells Fargo Investment Institute, Inc is an advisory company that has its headquarters in Charlotte, NC. The company has offices in 38 locations and a total of 264 advisors. It controls $38 billion in assets under management across its 24,240 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 289 charities and foundations. Of its 24,240 accounts, 94% are associated with high-net-worth clients who have more than $1 million in investable assets. Wells Fargo Investment Institute, Inc performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. A financial advisor's fees largely are based on which service is offered. However, fee types billed by Wells Fargo Investment Institute, Inc most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wells Fargo Investment Institute, Inc Brokerage Details
$38,123,578,794
264
24,240
$1,572,755
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
Jordan has been registered as a financial advisor for 2 years.*
Wells Fargo Investment Institute, Inc
Wells Fargo Bank
City Of Raleigh
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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