Joshua Wessels
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCMay 2026 to now
- J.P. Morgan Securities LLCAug 2025 to May 2026
- JPMorgan Chase Bank, N.A.Oct 2024 to May 2026
- Seattle Credit UnionMar 2023 to Oct 2024
- Amazon FreshDec 2022 to Apr 2023
- DoordashMay 2018 to Mar 2023
- Grub Hub DeliveryMay 2018 to Mar 2023
- Valet LivingMay 2018 to Aug 2018
- Uber/postmatesNov 2017 to Mar 2022
- Jerry's Nugget CasinoJul 2017 to Oct 2017
- UnemployedMay 2017 to Jun 2017
- Lile North American Moving & StorageApr 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 8146347
- Firm CRD
- 6413