Josh Brackett
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Josh Brackett? 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2026 to now
- J.P. Morgan Securities LLCApr 2025 to Jan 2026
- JPMorgan Chase Bank, N.A.Apr 2025 to Jan 2026
- LPL Enterprise, LLCNov 2024 to Mar 2025
- Prudential InsuranceNov 2024 to Mar 2025
- Pruco Securities, LLC.Jun 2024 to Nov 2024
- UnemployedApr 2024 to May 2024
- GroupfullySep 2020 to Mar 2024
- SinousiaJun 2019 to Aug 2020
- Cbs Corporation/viacom CbsJan 2013 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7969230
- Firm CRD
- 19616