Joshua David Dixon
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 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 Advisors Financial Network, LLCJul 2023 to now
- UnemployedOct 2022 to Jul 2023
- Arrowhead BmwJul 2022 to Oct 2022
- UnemployedAug 2021 to Jul 2022
- Bank of America, N.A.Mar 2020 to Aug 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to Aug 2021
- Illinois State UniversityJan 2018 to Jan 2020
- UnemployedJun 2017 to Jan 2018
- Merrill Lynch Pierce Fenner & SmithJun 2016 to Jun 2017
- Illinois Central CollegeAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 6674397
- Firm CRD
- 11025