Joshua Frederick Williford
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
3 statesRegistered 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2024 to now
- Novavax, Inc.Apr 2022 to Mar 2024
- Amj Financial Wealth Management, LLCApr 2021 to Feb 2022
- Triad AdvisorsApr 2021 to Feb 2022
- Raymond James Financial Services AdvisorsJul 2020 to Dec 2020
- Fusco FinancialMay 2020 to Mar 2021
- Raymond James Financial Services IncMay 2020 to Dec 2020
- Strategic Wealth Management Group, LLCJun 2014 to Feb 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
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
- 5680317
- Firm CRD
- 19616