Morgan Stanley
47yrs
Top advisor by experience in Syracuse
21yrs
Based in Syracuse, New York, Jerod Macko is a fiduciary financial advisor with 21 years of industry experience. Jerod has been with Wells Fargo Advisors since 2021; before that, Jerod spent a year at Merrill. 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 501 advisors with offices in Syracuse, and one of 420 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors in New York
Office3452 W Genesee St Suite 2 [Satellite], Syracuse, NY 13219
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 ?2 states
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
- 2021 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2011 – 2021Wells Fargo Clearing Services, LLCPreviously
- Mar 2007 – Oct 2007MerrillPreviously
Contact Jerod
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Jerod. 3452 W Genesee St Suite 2 [Satellite]Syracuse, NY 13219Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Jerod
Tailored to Jerod’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 Jerod
How do I contact Jerod?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Jerod Macko. Jerod works from the Syracuse, NY office.
How long has Jerod been a financial advisor?
Jerod has been in the industry since 2005, about 21 years. More experience than 64% of advisors in New York.
What licenses does Jerod hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jerod a fiduciary?
Jerod is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jerod paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jerod 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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