Joseph P Barreca

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2003 → 01/2021
  Proequities, Inc.
  New Orleans, LA
• 11/2003 → 01/2021
  Iberia Bank
  New Orleans, LA
• 10/2007 → 01/2021
  Iberia Financial Services
  New Orleans, LA
• 07/2016 → 01/2021
  Infinex Investments, Inc.
  Metairie, LA
• 01/2021 → 10/2024
  First Horizon Advisors
  Metairie, LA
• 10/2024 → Present
  Wells Fargo Clearing Services, Llc
  Metairie, LA

Previous Registrations

• 2021-01-22 → 2024-10-15
  First Horizon Advisors, Inc.
  Lafayette, LA
  Metairie, LA
  Metairie, LA
• 2016-07-01 → 2021-01-22
  Osaic Institutions, Inc.
  Mandeville, LA
  Metairie, LA
  Lafayette, LA
• 2007-11-26 → 2016-07-01
  Essex National Securities, Llc
  Metairie, LA
  Metairie, LA
  Baton Rouge, LA
  New Orleans, LA
  Lafayette, LA
  New Orleans, LA
  Marrero, LA
  Baton Rouge, LA
• 2005-09-27 → 2007-11-15
  Concourse Financial Group Securities, Inc.
  Prairieville, LA
  Baton Rouge, LA
  Lafayette, LA
  Laplace, LA
  Slidell, LA
  Covington, LA
  Baton Rouge, LA
  Houma, LA
  Harahan, LA
  Lafayette, LA
  Baton Rouge, LA
  Carencro, LA
  Gretna, LA
  Lafayette, LA
  Mandeville, LA
  Marrero, LA
  Metairie, LA
  New Iberia, LA
  New Iberia, LA
  New Orleans, LA
  New Orleans, LA
  River Ridge, LA
  St. Martinville, LA
  Terrytown, LA
  Lafayette, LA
• 2001-11-15 → 2003-11-13
  Wells Fargo Investments, Llc
  Houston, TX

Other Businesses

TRIPLE J SPORTS; NOT INV RELATED; COVINGTON, LA; RECREATIONAL VEHICLE - BOAT; 33.33% OWNERSHIP; START DATE 06/15/2025; 2 HOURS PER MONTH; 0 HOURS DURING TRADING

Exams

• S66 Uniform Combined State Law Examination
  2001-09-18
• S63 Uniform Securities Agent State Law Examination
  2000-05-15

Other Names

• Joe Barreca
• Joseph Pierre Barreca
• Joseph P Barreca
• Joseph Pierre Barreca
• Joseph Pierre Barreca