Morgan Stanley
43yrs
Top advisor by experience in Port Jefferson
2yrs
Jake Wayne
Financial advisor at Wells Fargo Advisors
Jake Wayne is a fiduciary financial advisor in Port Jefferson, New York, with 2 years in the industry. Jake joined Wells Fargo Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 65 advisors with offices in Port Jefferson, and one of 54 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office70 N Country Rd Suite 301, Port Jefferson, NY 11777
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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
Questions to ask Jake
Tailored to Jake’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jake
How do I contact Jake?
Call Wells Fargo Advisors at 314-875-3000 and ask for Jake Wayne. Jake works from the Port Jefferson, NY office.
How long has Jake been a financial advisor?
Jake has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Jake hold?
Series 66. Tap any license on this page to see what it allows.
Is Jake a fiduciary?
Jake is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jake paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jake 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
Wells Fargo Advisors
41yrs
Top 3% by experience in Port Jefferson
Wells Fargo Advisors
40yrs
Top 4% by experience in New York
Cetera Investment Advisers
40yrs
Top 4% by experience in New York
LPL Financial
39yrs
Top 5% by experience in New York
Cetera Investment Advisers
39yrs
Top 5% by experience in New York