Justin Taylor
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$252.3BFirm assets
Are you Justin Taylor? Claim your profile
Contact this firm
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
13 years in the industry.
- Wells Fargo Advisors Financial Network, LLCJan 2024 to now
- None/unemployedJun 2021 to Dec 2023
- Wells Fargo Clearing Services LLCSep 2017 to Jun 2021
- UBS Financial Services Inc.Nov 2013 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 6270088
- Firm CRD
- 11025