Jeffrey Juelson is a registered investment advisor at Wells Fargo Advisors, based in Lisbon, ND, with 18 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
502 Main Street Ste A, [Office of Convenience], Lisbon, ND, 58054
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey has 100% ownership of JAJ Investments LLC, an investment-related business. He dedicates full-time hours to this endeavor, including during trading hours, as part of his Finet practice.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
Edward JonesBroker
State Registrations7 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.