MJ
MJ
Mary Jones is a registered investment advisor at Wells Fargo Advisors, based in New Bern, NC, with 31 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
240 A Craven St, New Bern, NC, 28560
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 1998Denied
Employment History
Current Registrations
Wells Fargo Advisors
June 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2016 - July 2023 · 6 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
October 1999 - July 2023 · 23 yrs 9 mos
First Union Capital Markets CORP.Broker
September 1995 - October 1999 · 4 yrs 1 mo
State Registrations27 states
ALAZCACOCTDCDEFLGAILINKYMAMDMEMTNCNJNVNYPAPRSCTNTXVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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