Joseph Daniel Sanchez
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Bank, NAJun 2026 to now
- Wells Fargo Clearing Services, LLCJun 2026 to now
- US BankDec 2025 to Jun 2026
- State FarmAug 2025 to Dec 2025
- UnemployedFeb 2025 to Aug 2025
- Keystone Private Wealth, LLCNov 2024 to Feb 2025
- UnemployedJul 2024 to Nov 2024
- JPMorgan Chase Bank NAJul 2023 to Jul 2024
- First Republic BankJun 2016 to Jul 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 5551399
- Firm CRD
- 19616