JL
JL
Jeffrey Luxenberg
44 Years of Experience
New York, NY
7 DisclosuresBroker
Jeffrey Luxenberg is a registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 44 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
767 5th Ave 33rd Fl, [Y2-Rbo], New York, NY, 10153
Get directionsHistory
Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2009Settled
Customer Dispute
March 2009Settled
Customer Dispute
May 2007Denied
Customer Dispute
January 2004Denied
Customer Dispute
March 2002Settled
Customer Dispute
June 1999Settled
Customer Dispute
December 1997Denied
Employment History
Current Registrations
Wells Fargo Advisors
August 2022 - Present · 3 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Morgan Stanley
May 2020 - August 2022 · 2 yrs 3 mos
Morgan StanleyBroker
November 2013 - August 2022 · 8 yrs 9 mos
Jefferies LLCBroker
August 2006 - November 2013 · 7 yrs 3 mos
Bear, Stearns & CO. INC.Broker
July 2002 - September 2006 · 4 yrs 2 mos
Lehman Brothers INC.Broker
May 1998 - July 2002 · 4 yrs 2 mos
Prudential Securities IncorporatedBroker
November 1994 - May 1998 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1991 - November 1994 · 3 yrs 9 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
April 1989 - February 1991 · 1 yr 10 mos
Drexel Burnham Lambert IncorporatedBroker
October 1985 - April 1989 · 3 yrs 6 mos
Halpert, Oberst and CompanyBroker
November 1981 - October 1985 · 3 yrs 11 mos
State Registrations13 states
AZCACTDCDEFLILMDMINJNVNYRI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.