Raymond James Financial Services Advisors
47yrs
Top advisor by experience at Raymond James Financial Services Advisors
2yrs
Jacob Schaffer
Financial advisor at Wells Fargo Advisors
Jacob Schaffer has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Sioux Falls, South Dakota. Jacob joined Wells Fargo Advisors in 2025, 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 433 advisors with offices in Sioux Falls, and one of 409 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office6100 S Old Village Pl Suite 200, Sioux Falls, SD 57108
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
- Jan 2025 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Jacob
6100 S Old Village Pl Suite 200Sioux Falls, SD 57108Office · Get directions Firm main line(314) 875-3000Headquarters: Wells Fargo Advisors · St. Louis, MO Firm websitewww.wellsfargoadvisors.com/wfa/mobile.htm
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Questions to ask Jacob
Tailored to Jacob’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
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About Jacob
How do I contact Jacob?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Jacob Schaffer. Jacob works from the Sioux Falls, SD office.
How long has Jacob been a financial advisor?
Jacob has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Jacob hold?
Series 66. Tap any license on this page to see what it allows.
Is Jacob a fiduciary?
Jacob is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jacob paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jacob 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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