LJ
LJ

Lubna Jones

38 Years of Experience
Fenton, MI
Broker

Lubna Jones is a registered investment advisor at Wells Fargo Advisors, based in Fenton, MI, with 38 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

111 S Leroy St, Ste 201, Fenton, MI, 48430

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lubna is an advisory finance committee member for St. George's Orthodox Church, dedicating minimal time to discussing tithing and investment policies. She also has 50% ownership in Hackney Jones Wealth Management, dedicating full-time hours to the firm.

Employment History
Current Registrations
Wells Fargo Advisors
October 2021 - Present · 4 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2021 - Present · 4 yrs 11 mos
Previous Registrations
UBS Financial Services INC.Broker
February 2009 - November 2021 · 12 yrs 9 mos
UBS Financial Services INC.
February 2009 - November 2021 · 12 yrs 9 mos
Morgan Stanley & CO. Incorporated
April 2007 - February 2009 · 1 yr 10 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - February 2009 · 1 yr 10 mos
Morgan Stanley
September 2006 - April 2007 · 7 mos
Morgan Stanley
December 2002 - April 2004 · 1 yr 4 mos
Morgan Stanley Dw INC.Broker
April 1993 - April 2007 · 14 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1992 - March 1993 · 6 mos
First of Michigan CorporationBroker
July 1987 - September 1992 · 5 yrs 2 mos
State Registrations25 states
AZCACODEFLGAIAIDILINKSLAMAMIMOMTNCNVNYSCTNTXUTVAWA
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.