Jeffrey Juelson, financial advisor Lisbon ND
93 score

Jeffrey Juelson

CRD Number: 5310875
Current Firm: Raymond James Financial Services Advisors, Inc.

Jeffrey Juelson (CRD# 5310875) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lisbon, ND and has over 9 years of experience in the finance industry.

Similar Advisors
Tammy Bender, financial advisor Lisbon ND
Tammy L. Bender
CRD# 2919759
Edward Jones
Score
93
Similar Advisors
Eugene Zeigler, financial advisor Lisbon ND
Eugene P. Zeigler
CRD# 5934699
Edward Jones
Score
90
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Lisbon, ND Aug 2012 - Current 4
Bremer Bank Lisbon, ND Aug 2012 - Current 4
Raymond James Financial Services Lisbon, ND Jul 2012 - Current 4
Edward Jones Saint Louis, MO Nov 2007 - Jul 2012 4
Unemployed Saint Louis, MO Aug 2007 - Nov 2007 < 1
Edward Jones St. Louis, MO Mar 2007 - Aug 2007 < 1
Office Team Minneapolis, MN Nov 2006 - Mar 2007 < 1
Victory Lane Jamestown, ND Aug 2004 - Oct 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Sep 2007
Contact Info for Jeffrey A. Juelson
Phone Number: 727-567-5877
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.