Juan Ley is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Tucson, AZ, with 28 years of industry experience. Juan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4051 E Sunrise Dr Ste 200, Tucson, AZ, 85718
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2005Other Business Activities
Juan is a trustee for a trust for children since 2001. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations22 states
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
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