Joana Patricia Wright
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered 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 Clearing Services, LLCJul 2026 to now
- Wells Fargo Bank, NAJun 2026 to now
- Agape HealthcareAug 2024 to now
- UnemployedFeb 2026 to Jun 2026
- LPL Financial LLCJun 2025 to Feb 2026
- Pegasus BankJun 2025 to Feb 2026
- Wells Fargo Bank, NAMar 2022 to Jun 2025
- Wells Fargo Clearing Services, LLCMar 2022 to Jun 2025
- J.P Morgan Securities LLCOct 2021 to Mar 2022
- JP Morgan Chase Bank, N.AOct 2021 to Mar 2022
- UnemployedAug 2021 to Oct 2021
- Wells Fargo Clearing Services, LLCOct 2018 to Jul 2021
- McdonaldsFeb 2017 to Jul 2017
- Wells Fargo Bank, NAOct 2015 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (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
- 7035688
- Firm CRD
- 19616