RBC Capital Markets
44yrs
Top advisor by experience in White Plains
9yrs
Jonathan Dicent
Financial advisor at Wells Fargo Advisors
Based in White Plains, New York, Jonathan Dicent is a fiduciary financial advisor with 9 years of industry experience. Jonathan joined Wells Fargo Advisors in 2025, after less than a year at LPL Enterprise and a year at Advice and Planning Services. 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 339 advisors with offices in White Plains, and one of 294 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office399 Knollwood Rd 208 2nd Floor, White Plains, NY 10603
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
- Sep 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- Mar 2025 – Jun 2025LPL Enterprise, LLCPreviously
- May 2023 – Jun 2024
- Nov 2021 – Jul 2022Citigroup Global Markets Inc.Previously
- Jul 2021 – Sep 2021PFS Investments Inc.Previously
- Feb 2019 – Aug 2019MerrillPreviously
Contact Jonathan
399 Knollwood Rd 208 2nd FloorWhite Plains, NY 10603Office · Get directions Firm main line(314) 875-3000Headquarters: Wells Fargo Advisors · St. Louis, MO Firm websitewww.wellsfargoadvisors.com/online-access/signon.htm
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Questions to ask Jonathan
Tailored to Jonathan’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 Jonathan
How do I contact Jonathan?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Jonathan Dicent. Jonathan works from the White Plains, NY office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Jonathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jonathan 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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