Bonita Springs, FL S Tamiami Trail Office
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WELLS FARGO Advisors
Institution
Firm-wide stats for WELLS FARGO Advisors
About
Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs and retirement plan consulting to individual, corporate and institutional clients, including pension and charitable organizations. The firm operates at large scale—reporting roughly $671 billion in assets under management and more than 14,000 financial advisors—and offers both brokerage and advisory solutions.
For retirement plans it offers a mix of non‑discretionary consulting and discretionary Plan Level Investment Selection 3(38) services, along with IPS development, investment search and recommendation, benchmarking, participant education and periodic performance reporting. The firm relies on research and analytics from Wells Fargo Investment Institute and third‑party databases and generally evaluates managers and options using diversification principles and modern portfolio theory, while noting that available investment options are typically limited to a plan’s custodian platform.
A noteworthy operational feature is the firm’s role in distributing and facilitating a range of other financial products through bank and insurance affiliates—such as deposit sweep options, lending and trustee services, and insurance/annuity arrangements—and the Form ADV discloses referral and product‑related compensation that can affect advisor incentives. The brochure also discloses several recent regulatory enforcement actions and settlements related to cash sweep disclosures, advisory billing and supervisory controls, which are material considerations for prospective clients.
Based on WELLS FARGO Advisors
Location
26791 S Tamiami Trail
Bonita Springs FL 34134
Advisors at this office
3
Advisors at this office
Thomas P
Series 63, Series 66
Bonita Springs, FL
Wells Fargo Clearing
Thomas Pignatelli III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 24 years of industry experience. His prior employment includes roles at Bank of America, Merrill, and J.P. Morgan Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and applies research-based investment strategies grounded in diversification and modern portfolio theory.
Demetrius L
Series 66
Bonita Springs, FL
Wells Fargo Clearing
Demetrius Levantini is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at MidwestOne Bank, LPL Financial, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Jacob F
Series 66, Series 63
Bonita Springs, FL
Wells Fargo Clearing
Jacob Funkhouser is a financial advisor with Wells Fargo Clearing in Bonita Springs, FL. He holds Series 66 and Series 63 licenses and has 12 years of industry experience. Prior to his current role, he worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data.
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