Jed T Broce
Investment adviser representative at Wealthfront Advisers LLC
15 yearsExperience
2 statesRegistered in
$47.7BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Wealthfront Advisers LLCSep 2017 to now
- Wealthfront Brokerage CorporationNov 2011 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, PR).
Wealthfront Advisers LLC
$47.7BAssets managed
518,639Clients
41Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4172018
- Firm CRD
- 148456