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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allen Juelson is a financial advisor with Wells Fargo Advisors Financial Network, LLC, based in Lisbon, ND. Jeffrey has over 16 years of experience in the financial services industry. Prior to joining Wells Fargo, Jeffrey worked at Raymond James Financial Services, Inc. and Edward Jones. Jeffrey is registered to provide investment advisory services in North Dakota and Texas. Jeffrey is also registered with FINRA and the state of North Dakota.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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ND
04/26/2024 - Present
Wells Fargo Advisors Financial Network, LLC (LISBON ND)
ND
08/06/2012 - 04/30/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (DEVILS LAKE ND)
SD
11/05/2007 - 08/07/2012
EDWARD JONES (RAPID CITY SD)
MO
05/10/2007 - 08/16/2007
EDWARD JONES (ST. LOUIS MO)
IA
Issued 09/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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