Joslin Alberique
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Advisors Financial Network, LLCJan 2026 to now
- UnemplyedAug 2025 to Dec 2025
- Kingsview Wealth ManagementAug 2024 to Jul 2025
- UnemployedFeb 2024 to Aug 2024
- Securities America AdvisorsJul 2023 to Jan 2024
- Securities America, Inc.Dec 2022 to Jan 2024
- UnemployedAug 2022 to Dec 2022
- Fidelity InvestmentsAug 2021 to Aug 2022
- UnemployedMay 2021 to Jul 2021
- Charles Schwab & CoFeb 2020 to Apr 2021
- True Quality RoofingFeb 2019 to Dec 2019
- Ripple Effect PromotionsMar 2018 to Jan 2019
- UnemployedSep 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7228056
- Firm CRD
- 11025