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Detailed Report
JEFFREY J ISGRIG
JEFF ISGRIG
CRD#: 2347214
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 14 E SOUTHRIDGE
MARSHALLTOWN, IA 50158
Registration History
19952000200520102015202020252 FIRMS2008 - Present (16 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)1993 - 2008 (15 years)IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)1997 - 2008 (11 years)
License(s)

State Registrations

B
Alabama 2/20/2019
B
Minnesota 12/4/2008
B
Arizona 12/4/2008
B
Missouri 9/14/2010
B
Arkansas 7/16/2018
B
Nebraska 12/22/2021
B
California 12/4/2008
B
New Jersey 9/10/2013
B
Colorado 12/4/2008
B
North Carolina 6/16/2020
B
Florida 12/4/2008
B
Ohio 1/21/2010
B
Georgia 8/22/2013
B
Oklahoma 2/8/2017
B
Hawaii 8/4/2009
B
Oregon 6/13/2012
B
Idaho 5/13/2019
B
Pennsylvania 6/13/2012
B
Illinois 12/4/2008
B
South Carolina 10/30/2018
B
Indiana 4/22/2023
B
Texas 12/4/2008
B
Iowa 12/4/2008
B
Utah 2/8/2019
IA
Iowa 12/4/2008
B
Washington 4/26/2024
B
Kansas 4/30/2020
B
West Virginia 2/27/2014
B
Maryland 5/10/2017
B
Wisconsin 12/4/2008
B
Massachusetts 4/4/2019

SRO Registrations

B
 Cboe Exchange, Inc.
B
 FINRA
B
 NYSE American LLC
B
 Nasdaq PHLX LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
14 E SOUTHRIDGE, MARSHALLTOWN, IA 50158
Registered with this firm since 12/4/2008
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
14 E SOUTHRIDGE, MARSHALLTOWN, IA 50158
Registered with this firm since 12/4/2008
Previous Registration(s)
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IA
 11/06/1997 - 12/08/2008 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) DES MOINES, IA
B
 05/10/1993 - 12/08/2008 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) DES MOINES, IA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.