Joshua Lee Pace
Investment adviser representative at Wells Fargo Advisors
17 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2023 to now
- First Republic Investment Management, Inc.Oct 2018 to Jun 2023
- First Republic Securities Company, LLCOct 2018 to Jun 2023
- Bank of America, N.A.Jun 2011 to Oct 2018
- Merrill LynchJun 2009 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4339355
- Firm CRD
- 19616