JM
JM
Jeffrey Mullins
8 Years of Experience
Lakeland, FL
1 DisclosureBroker
Jeffrey Mullins is a registered investment advisor at Wells Fargo Advisors, based in Lakeland, FL, with 8 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
500 S Florida Ave Ste 640, Lakeland, FL, 33801
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2025Settled
Employment History
Current Registrations
Wells Fargo Advisors
October 2022 - Present · 3 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
February 2007 - August 2007 · 6 mos
Amsouth Investment Services, INC.Broker
February 2006 - February 2007 · 1 yr
Wachovia Securities, LLCBroker
October 2003 - January 2006 · 2 yrs 3 mos
Citigroup Global Markets INC.
January 2002 - May 2003 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
January 2002 - May 2003 · 1 yr 4 mos
Raymond James & Associates, INC.Broker
December 2001 - January 2002 · 1 mo
State Registrations41 states
AKALAZCACODCDEFLGAIAILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNVNYOHOKPASCSDTNTXUTVAVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.