Smith Moore & Co.
43yrs
Top advisor by experience in Jefferson City
28yrs
Andrew Beckerman
Financial advisor at Wells Fargo Advisors
Andrew Beckerman has worked in the financial industry for 28 years and is a financial advisor based in Jefferson City, Missouri. Andrew joined Wells Fargo Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Andrew holds the CFP® designation.
At a glance
Experience28 years (since 1998)
How that compares ?Top 15% by experience in Jefferson City
Office3325 Emerald Lane Suite A, Jefferson City, MO 65109
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Oct 2024 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
Contact Andrew
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Andrew. 3325 Emerald Lane Suite AJefferson City, MO 65109Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Andrew
Tailored to Andrew’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Andrew
How do I contact Andrew?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Andrew Beckerman. Andrew works from the Jefferson City, MO office.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 1998, about 28 years. Top 15% by experience in Jefferson City.
What licenses does Andrew hold?
Series 63. Tap any license on this page to see what it allows.
Is Andrew a fiduciary?
Andrew is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Andrew paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Andrew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
42yrs
Top 2% by experience in Jefferson City
Wells Fargo Advisors
37yrs
Top 4% by experience in Jefferson City
Wells Fargo Advisors
36yrs
Top 5% by experience in Jefferson City
LPL Financial
33yrs
Top 6% by experience in Jefferson City
Erickson Financial Solutions
32yrs
Top 7% by experience in Jefferson City