Jacobi Capital Management
41yrs
Top advisor by experience in Wilkes Barre
25yrs
David Whetsell has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Wilkes Barre, Pennsylvania. After seven years at LPL Financial and two years at Invest Financial, David joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience25 years (since 2002)
How that compares ?More experience than 71% of advisors nationwide
Office1230 Highway 315 Blvd, Wilkes Barre, PA 18702
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2018 – 2025LPL Financial LLCPreviously
- Jun 2016 – Feb 2018Invest Financial CorporationPreviously
- Jul 2015 – Jun 2016LPL Financial LLCPreviously
Questions to ask David
Tailored to David’s registration and firm.
- 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 David
How do I contact David?
Call Wells Fargo Advisors at 314-875-3000 and ask for David Whetsell. David works from the Wilkes Barre, PA office.
How long has David been a financial advisor?
David has been in the industry since 2002, about 25 years. More experience than 71% of advisors nationwide.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask David 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.
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