Wells Fargo Advisors
47yrs
Top 1% by experience in Bethesda
23yrs
Peter Jackowitz
Financial advisor at Wells Fargo Advisors
Based in Bethesda, Maryland, Peter Jackowitz is a fiduciary financial advisor with 23 years of industry experience. Peter has been with Wells Fargo Advisors since 2025; before that, Peter spent four years at Morgan Stanley and five years at Citigroup Global Markets. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 818 advisors with offices in Bethesda, and one of 758 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 67% of advisors nationwide
Office7200 Wisconsin Ave Suite 903, Bethesda, MD 20814
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2013 – 2025Wells Fargo Clearing Services, LLCPreviously
- 2009 – 2013Morgan StanleyPreviously
- 2004 – 2009Citigroup Global Markets Inc.Previously
Questions to ask Peter
Tailored to Peter’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
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About Peter
How do I contact Peter?
Call Wells Fargo Advisors at 314-875-3000 and ask for Peter Jackowitz. Peter works from the Bethesda, MD office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2004, about 23 years. More experience than 67% of advisors nationwide.
What licenses does Peter hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Peter 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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