Joel Benito Ferman hernandez
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2026 to now
- Wells Fargo Bank, NAAug 2024 to now
- Law Office of Jennifer M. AlonsoJan 2024 to Aug 2024
- Rite Aid PharmacyApr 2021 to Jan 2024
- Dunkin DonutsAug 2020 to Apr 2021
- Community College of Baltimore CountyJun 2019 to Jun 2024
- Owings Mills High SchoolMar 2017 to Jun 2019
- Complejo Catolico Fe y AlegriaJan 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 8206880
- Firm CRD
- 19616