Jake
Pudenz
Wells Fargo Investment Institute, Inc
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About this Advisor
Jake Pudenz is a financial advisor based out of Charlotte, North Carolina who has 1 year of industry experience. Pudenz is currently employed by Wells Fargo Investment Institute, Inc. Throughout their career, Pudenz has worked 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. Pudenz maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina. Wells Fargo Investment Institute, Inc is a registered investment business that has its headquarters in Charlotte, NC. The investment advisory business has offices in 38 locations and a total of 264 advisors. It oversees $38 billion in total assets among its 24,240 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 289 charitable organizations. Of its 24,240 customer accounts, 94% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company offers a wide set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees for financial management usually depend on which services the firm provides the client. Fee types charged by Wells Fargo Investment Institute, Inc likely include 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
Jake Pudenz Work History
Jake has been registered as a financial advisor for 1 years.*
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
*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 Jake Pudenz 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
Beverly Hills, CA
Charlotte, NC
Dallas, TX
Charlotte, NC
Denver, CO
Charlotte, NC
Denver, CO
Charlotte, NC
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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