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Credentials
Series 63, Series 65
Experience Industry experience
19 years
Location
Lisbon, ND 58054
Wells Fargo Advisors
Institution
Jeffrey Juelson is a financial advisor with Wells Fargo Advisors in Lisbon, ND, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Bremer Investments and Bremer Bank from 2012 to 2024. He owns and operates JAJ Investments LLC, a separate investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services including retirement, education, and specialized planning areas. The firm delivers tailored recommendations supported by proprietary research and planning tools, with implementation options through various brokerage and advisory programs.
Based on Wells Fargo Advisors
Based on Wells Fargo Advisors
Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.
Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.
Lisbon, ND
502 Main Street Ste A, [Office of Convenience]
Lisbon ND 58054
Advisors at this office
1
North Dakota
19 years of industry experience
Wells Fargo Advisors
2024 - Present • 2 years
Fargo, ND
Bremer Investments
2019 - 2024 • 5 years
Fargo, ND
Bremer Investments
2019 - 2024 • 5 years
Fargo, ND
Bremer bank
2012 - 2024 • 12 years
Lisbon, ND
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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