Joshua Overton
Investment adviser representative at Wells Fargo Advisors
21 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Joshua Overton? 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
21 years in the industry.
- Wells Fargo Clearing Services, LLCMay 2025 to now
- UnemployedJan 2025 to May 2025
- Schommer Construction LLCDec 2023 to Jan 2025
- Eagle Strategies LLCMay 2023 to Aug 2023
- Nylife Securities LLC.Feb 2023 to Oct 2023
- New York Life Insurance CompanyDec 2022 to Oct 2023
- Gold Hill Theatres, LLCDec 2017 to Apr 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2021
- Wells Fargo Advisors, LLCOct 2014 to Nov 2016
- Wells Fargo Bank, NAJan 2005 to Feb 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
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
- 6412483
- Firm CRD
- 19616