JM
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Jacqueline Mjolhus

22 Years of Experience
Coon Rapids, MN
1 DisclosureBroker

Jacqueline Mjolhus is a registered investment advisor at Wells Fargo Advisors, based in Coon Rapids, MN, with 22 years of industry experience. Jacqueline 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

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

3200 Main St Nw, Ste 100, Coon Rapids, MN, 55448

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2004
Denied
Other Business Activities

Jacqueline is a distributor for Young Living Essential Oils and the treasurer for Northern Starz Theater Company. She spends minimal time on the essential oils business and a few hours per week as treasurer, attending meetings to discuss budget, expenses, and fundraising.

Employment History
Current Registrations
Wells Fargo Advisors
January 2011 - Present · 15 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Wells Fargo Investments, LLCBroker
November 2005 - January 2011 · 5 yrs 2 mos
Wells Fargo Investments, LLC
November 2005 - January 2011 · 5 yrs 2 mos
American Express Financial Advisors INC.Broker
March 2003 - October 2004 · 1 yr 7 mos
Ids Life Insurance CompanyBroker
March 2003 - October 2004 · 1 yr 7 mos
State Registrations24 states
AZCAFLILINKSMAMDMIMNMONDNJNMNYOHOKPATXUTVAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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