Next-Gen + Top Wealth + Best-in-State · rank 3 · Short Hills, New Jersey · listed firm: Wells Fargo Advisors
Identity & firm
- Firm — Wells Fargo Advisors (high)
- “"firmName": "WELLS FARGO CLEARING SERVICES, LLC", "iaOnly": "N", "registrationBeginDate": "7/19/2012"” — sec_finra_regulatory
- “Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate o” — firm_official
- Parent company — Wells Fargo & Company (high)
- “Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.” — firm_official
- Firm type — wirehouse (high)
- “"firmId": 19616, "firmName": "WELLS FARGO CLEARING SERVICES, LLC", "iaOnly": "N", "registrationBeginDate": "7/19/2012", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "37967"” — sec_finra_regulatory
- Team name — 1776 Financial Management Group of Wells Fargo Advisors (high)
- “1776 Financial Management Group of Wells Fargo Advisors Wells Fargo Advisors – 4th Floor 51 John F. Kennedy Parkway Short Hills, NJ 07078” — firm_official
- Team size — 6 (medium)
- “Jake DeCotiis Managing Director - Investments (973) 564-6941 jake.decotiis@wfadvisors.com Therese Miller Senior Registered Client Associate (973) 912-6859 therese.miller@wellsfargoadvisors.com Paulo Gaspar Senior Wealth ” — firm_official
- “Jake DeCotiis Managing Director - Investments ... Andrea Horowitz Financial Consultant ... Leean Hunchak, CFP® ... Mark Lebida, CFA ... Craig Livoti, CFA® CAIA® ... Therese Miller Senior Registered Client Associate” — firm_official
- CRD — 5942547 (high)
- “"basicInformation": {"individualId": 5942547, "firstName": "JOHN", "lastName": "DECOTIIS", "otherNames": ["JAKE DECOTIIS"], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "7/18/2012"}” — sec_finra_regulatory
- Years experience — 14 (high)
- “"daysInIndustryCalculatedDate": "7/18/2012"” — sec_finra_regulatory
- “He has spent his entire professional career—now more than ten years—with the same Wells Fargo Advisors team and its committed client base.” — firm_official
- Designations — — (high)
- “"stateExamCategory": [{"examCategory": "Series 66", ...}], "principalExamCategory": [], "productExamCategory": [{"examCategory": "SIE", ...}, {"examCategory": "Series 7", ...}]” — sec_finra_regulatory
- “Jake DeCotiis Managing Director - Investments” — firm_official
Book of business
- Team AUM ($M) — 2300 (high)
- “"Team Assets (Custodied)":"$2.3B"” — forbes_shook
- “We are an experienced team of wealth management professionals with over $2.3 billion in assets under management which span across ultra-high-net-worth families, individuals, institutions, trusts, and foundations.*” — firm_official
- Account minimum ($M) — 2 (high)
- “Minimum Account Size For New Business: $2M” — forbes_shook
- Typical client net worth ($M) — 6 (high)
- “Typical Net Worth Of Relationships: $2-10M” — forbes_shook
- Client niche — high-net-worth and multigenerational families and entrepreneurs, with tax and estate planning focus (high)
- “Our clients are high-net-worth families and entrepreneurs who need a steady hand through every market cycle and chapter of life.” — firm_official
- “With many clients spanning multiple generations, he helps ensure younger family members are informed and confident, helping them build financial literacy early and understand the legacy they will eventually steward.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmName": "WELLS FARGO CLEARING SERVICES, LLC", "iaOnly": "N"” — sec_finra_regulatory
- “Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.” — firm_official
Positioning & marketing
- Website url — https://fa.wellsfargoadvisors.com/1776-financial-management-group/ (high)
- “Bespoke Financial Guidance | 1776 Financial Management Group of Wells Fargo Advisors | Short Hills, NJ” — firm_official
- Value proposition (verbatim) — Helping to Preserve Wealth. Simplifying Complexity. Inspiring Confidence. A successful wealth management journey isn't measured by a single point in time – it's an intentional and intelligently designed process built with the end goal in mind. Our team helps deliver more than advice – we offer bespoke financial strategies that strive to transcend generations. (high)
- “Helping to Preserve Wealth. Simplifying Complexity. Inspiring Confidence. A successful wealth management journey isn’t measured by a single point in time – it’s an intentional and intelligently designed process built wit” — firm_official
- Differentiators — Deep expertise in tax and estate planning approaches to optimize after-tax outcomes, Bespoke strategies designed to transcend generations, Acts as an unbiased sounding board, coordinating with clients' CPAs, attorneys and business managers, Uncommon career continuity — entire career with the same team, enabling deep multigenerational relationships, eMoney Advisor planning tool used to customize the four-step Discover/Coordinate/Design/Execute process (high)
- “With deep expertise in tax and estate planning approaches, we bring a laser focus to optimizing outcomes, helping ensure your portfolio is preserved and positioned for enduring success.” — firm_official
- “One of our primary goals is to act as an unbiased sounding board while you work toward your financial goals. Using our robust eMoney® Advisor planning tool, we can customize all aspects of our process to fit your specifi” — firm_official
- Content marketing — none (medium)
- “Resources You'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms.” — firm_official
- Has podcast — no (medium)
- “Home Your Strategists Clients Liability Management Recognitions Investing Portfolio Construction Contact Resources Client Login” — firm_official
- Books published — 0 (medium)
- “Jake lives in Cranford, New Jersey—the same town where he grew up—and recently married his wife, Jaclyn, an interior designer. A lifelong golfer, he spends much of his free time on the course, where he finds both challen” — firm_official
- Linkedin url — https://www.linkedin.com/in/jake-decotiis-3b188b150/ (medium)
- “Jake DeCotiis - Wells Fargo Advisors | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Jake DeCotiis' Post” — social_or_third_party_db
- “Visit us on social media” — firm_official
- Press awards — #15, Barron's Top 1,200 Financial Advisors, 2025, Forbes Best-in-State Wealth Advisors (New Jersey Private Wealth), #12, 2025 (high)
- “#15 on Barron's Top 1,200 Financial Advisors list in 2025” — firm_official
- “#12 on Forbes' Best-in-State Wealth Advisors list (New Jersey Private Wealth) in 2025” — firm_official
Visual brand
- Has distinct logo — yes (high)
- “src="//mediahandler.broadridgeadvisor.com/media/806879/1776-Logo_Color.png"” — firm_official
- Logo url — https://mediahandler.broadridgeadvisor.com/media/806879/1776-Logo_Color.png (high)
- “src="//mediahandler.broadridgeadvisor.com/media/806879/1776-Logo_Color.png"” — firm_official
- Visual brand notes — Navy-and-white palette with gradient fades, clean sans-serif type, and aspirational stock photography (bridge hero, families, business owners); "1776" wordmark in color and reversed-white variants. (high)
- “src="mediahandler/media/809555/1776 bridge-hero_shutterstock_269157149.jpg"” — firm_official
