Jeffrey Juelson (CRD# 5310875) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fargo, ND and has over 16 years of experience in the finance industry.
CRD# 2591356
Commonwealth Financial Network
CRD# 2563463
Ubs Financial Services Inc.
CRD# 2122017
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bremer Investments | Fargo, ND | Jan 2019 - Current | 5 |
| Bremer Investments | Fargo, ND | Jan 2019 - Current | 5 |
| Raymond James Financial Services Advisors Inc. | Lisbon, ND | Aug 2012 - Current | 11 |
| Bremer Bank | Lisbon, ND | Aug 2012 - Current | 11 |
| Raymond James Financial Services | Lisbon, ND | Jul 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2007 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
- ND
- TX
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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, WY
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