TrueAdvisor
TrueAdvisor
JB
JB

Jed T Broce

Wealthfront Advisers LLC
23 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & Coaching
Wealthfront Advisers LLC
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
386,244 clients
Average Client Portfolio
$93K average
Assets Under Management
$35.9B

Fee Structure

Minimum Investment:$500
Financial Planning:Included in AUM fee

Location

261 Hamilton Ave., Palo Alto, CA, 94301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wealthfront Advisers LLC
September 2017 - Present · 8 yrs 5 mos
Wealthfront Brokerage LLC
December 2011 - Present · 14 yrs 2 mos
Wealthfront Brokerage LLCBroker
December 2011 - Present · 14 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2010 - May 2010 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2008 - May 2010 · 2 yrs 1 mo
Thomas Weisel Partners LLCBroker
May 2000 - March 2008 · 7 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.