John Walsh
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered 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, LLCSep 2025 to now
- Extended TravelJul 2025 to Aug 2025
- Innovest Portfolio SolutionsJul 2023 to Jun 2025
- Innovest Portfolio SolutionsJun 2022 to Sep 2022
- Augustine InstituteSep 2021 to Jun 2022
- Augustine InstitutiteJun 2021 to Sep 2021
- Jimmy John's SandwichesJul 2020 to Sep 2020
- Full-time EducationAug 2019 to Jun 2023
- Full-time EducationAug 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8164484
- Firm CRD
- 19616