Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65, Series 66
Experience Industry experience
25 years
Location
Sanibel, FL 33957
Wells Fargo Clearing
Institution
Matthew Jaquiss is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has experience at Wells Fargo Bank NA and Fifth Third Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Based on Wells Fargo Clearing
One-time service fees payable immediately after service; ongoing fees paid quarterly
$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually
Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable
Sanibel, FL Palm Ridge Rd
2407 Palm Ridge Rd
Sanibel FL 33957
Advisors at this office
1
Florida
25 years of industry experience
Wells Fargo Clearing
2016 - Present • 10 years
Fort Myers, FL
Wells FArgo Bank NA
2012 - Present • 14 years
Fort Myers, FL
FIFTH THIRD SECURITIES, Inc.
2011 - 2012 • 1 year
Cape Coral, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
CFP®, Series 63, Series 65
Sanibel, FL
Bloomfield Asset Management, Inc
Patrick Bloomfield is a CFP®-certified financial advisor with 43 years of industry experience. He is the principal of Bloomfield Asset Management, Inc., an independent advisory firm based in Sanibel, FL. His prior experience includes roles at Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing, where he worked for a combined 17 years. Bloomfield Asset Management provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, foundations, and institutional or corporate clients. The firm follows a documented client profile and written investment plan, implementing diversified asset allocation with periodic rebalancing and performance reviews, and offers unique features such as managing a legacy wrap-fee program and maintaining formal sub-advisory relationships with other registered investment advisers.
CFP®, Series 65, Series 66
Bonita Springs, FL
River Tree Capital Management
Dennis Bares is the sole advisor at River Tree Capital Management in Bonita Springs, FL, holding CFP®, Series 65, and Series 66 designations with 13 years of industry experience. He has been with River Tree Capital Management (formerly Bares Consulting Services) since 1998. River Tree Capital Management provides discretionary portfolio management and financial planning services to individuals and various institutional clients, including small businesses, corporate pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm utilizes a bottom-up fundamental analysis approach to develop customized Investment Policy Statements, focusing on publicly traded securities with an emphasis on small-cap opportunities and long-only portfolios.
CFP®, Series 63, Series 65
Estero, FL
TLP Financial Services, Inc.
Thomas Patricca is a financial advisor at TLP Financial Services, Inc. in Estero, FL, holding the CFP® designation and Series 63 and 65 licenses, with 13 years of industry experience. He has been with TLP Financial Services since 2016. In addition to advisory services, he provides part-time tax and accounting services. TLP Financial Services serves individuals, high-net-worth clients, trusts, estates, and businesses with discretionary and non-discretionary investment management and financial planning, including tax preparation for some clients. The firm offers customized portfolios built from mutual funds, ETFs, individual bonds, and independent manager strategies, managing approximately $37 million in client assets.
Series 66
Fort Myers, FL
Broaden Wealth LLC
Brian Megibow is a financial advisor with Broaden Wealth LLC in Fort Myers, FL, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Ameriprise and SunTrust Investment Services. He is also an independent licensed insurance agent. Broaden Wealth LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a combination of modern portfolio theory and technical analysis in its investment approach and offers both asset-based management and hourly financial planning.
CFP®, Series 63, Series 65
Bonita Springs, FL
Jesurun Wealth Advisors LLC
Sagen Augustin is a CFP® professional with 16 years of experience in the financial services industry. He is the principal advisor at Jesurun Wealth Advisors LLC and has previously worked at firms including LaSalle St. Securities and Principal Securities. Outside of finance, Augustin is involved with Naples Comfort Systems by Stahlman Cooling and Heating, LLC. Jesurun Wealth Advisors LLC provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm offers customized investment strategies aligned with clients’ objectives and risk tolerances, including discretionary and non-discretionary account management, and financial planning covering risk assessment and estate planning.
CFA®, Series 63
Naples, FL
Cavan Capital Management LLC
Michael Reilly is a CFA® charterholder and holds a Series 63 license, with one year of industry experience. He has been with Cavan Capital Management LLC since 2014. Cavan Capital Management LLC provides discretionary portfolio management services primarily to high-net-worth individuals. The firm focuses on equity portfolios and related instruments, employing fundamental analysis alongside long- and short-term equity strategies, and integrates options and margin within separately managed accounts.
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