LJ
LJ

Laura Jayne

31 Years of Experience
Southampton, NY
Broker

Laura Jayne is a registered investment advisor at Wells Fargo Advisors, based in Southampton, NY, with 31 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

67 Hampton Rd, Southampton, NY, 11968

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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

Laura owns rental property in Southampton, NY since 2017. This requires minimal time and does not occur during trading hours.

Employment History
Current Registrations
Wells Fargo Advisors
July 2005 - Present · 20 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
July 2005 - Present · 20 yrs 10 mos
Previous Registrations
Chase Investment Services CORP.
March 2004 - July 2005 · 1 yr 4 mos
Chase Investment Services CORP.Broker
March 2004 - July 2005 · 1 yr 4 mos
Hsbc Brokerage (USA) INC.Broker
December 2003 - April 2004 · 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
September 2002 - November 2002 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2000 - November 2002 · 2 yrs 6 mos
Dean Witter Reynolds INC.Broker
May 1998 - April 2000 · 1 yr 11 mos
Cibc Oppenheimer CORP.Broker
February 1996 - April 1998 · 2 yrs 2 mos
First Miami Securities, INC.Broker
January 1995 - November 1995 · 10 mos
Gruntal & CO. IncorporatedBroker
July 1994 - September 1994 · 2 mos
Painewebber IncorporatedBroker
April 1993 - July 1994 · 1 yr 3 mos
Lehman Brothers INC.Broker
September 1992 - March 1993 · 6 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.