Best Investors Account Sign in
Inactive

Jeffrey Troy Sawyers

Wells Fargo Investment Institute, Inc.

Charlotte, NC

CRD 2657627

Claim This Profile
Employer firm

Wells Fargo Investment Institute, Inc. CRD 133204

$43.0B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Wells Fargo Investment Institute, Inc.

550 South Tryon Street 40Th Floor, Charlotte, NC 28202 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-12-16
  • NC RA
    APPROVED
    Since 2021-12-16

Branch Locations

550 S Tryon St 40Th Floor, Charlotte, NC 28202-4200 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank Charlotte NC 05/2001 11/2021
Wells Fargo Investment Institute, Inc Charlotte NC 11/2021 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-03-08
  • S63 Uniform Securities Agent State Law Examination
    1996-03-08
Designations
  • Chartered Financial Analyst
Other Names
  • Jeffrey Troy Sawyers

View on SEC IAPD

Nearby Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC

Nearby Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS

Nearby Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC

More in Charlotte, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor