Joel Joshua Barkey
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 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
11 years in the industry.
- Wells Fargo Bank, NAApr 2023 to now
- Wells Fargo Clearing Services, LLCApr 2023 to now
- JP Morgan Chase Bank, N.A.May 2022 to Apr 2023
- JP Morgan Securities, LLCMay 2022 to Apr 2023
- Self EmployedDec 2019 to Apr 2022
- JP Morgan Chase Bank, N.A.May 2017 to Jun 2021
- JP Morgan Securities, LLCMay 2017 to Jun 2021
- National Planning CorporationAug 2015 to Jun 2017
- Guardian Life Insurance Company of AmericaAug 2015 to May 2017
- Park Avenue Securities LLCAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6546768
- Firm CRD
- 19616