JL
JL
Jessica Luchan
10 Years of Experience
Fort Myers, FL
1 DisclosureBroker
Jessica Luchan is a registered investment advisor at Wells Fargo Advisors, based in Fort Myers, FL, with 10 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
1531 Hendry Street, Fort Myers, FL, 33901
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Regulatory History (1)
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Financial
July 2016Final
Employment History
Current Registrations
Wells Fargo Advisors
October 2024 - Present · 1 yr 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
UBS Financial Services INC.Broker
October 2019 - August 2022 · 2 yrs 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - July 2014 · 1 yr 9 mos
Chase Investment Services CORP.Broker
May 2010 - October 2012 · 2 yrs 5 mos
State Registrations9 states
COFLGAKYMDNCOHSCVA
AdvisorBrokerBoth
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
No exam information available for this advisor.