Joseph Trenary Irvin

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Warrenton, VA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Warrenton, VA

Previous Registrations

• 2001-01-25 → 2007-12-14
  Scott & Stringfellow, Llc
  Warrenton, VA
  Warrenton, VA

Other Businesses

ST. JAMES EPISCOPAL CHURCH, INVT RELATED, WARRENTON, VA, ENDOWMENT COMMITTEE MEMBER, START DATE 11/11/2020, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO MONITOR INVESTMENT PERFORMANCE AND PROVIDE INPUT TO VESTRY ON ALLOCATION OF FUNDS.; TRUSTEE FOR FRIEND'S TRUST, INV RELATED, WARRENTON, VA, START: 11/23/2020, 1 HR/MONTH, 0 HRS DURING TRADING. POA FOR MOTHER; INV RELATED; WARRENTON, VA; POA; START DATE: 10/01/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; | MOTHERS REVOCABLE LIVING TRUST; INV RELATED; WARRENTON, VA; CONVENIENCE AND ADDITIONAL ASSISTANCE MANAGING THE TRUST; TRUSTEE/CO-TRUSTEE; START DATE: 10/01/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; |

Exams

• S66 Uniform Combined State Law Examination
  2000-12-07

Other Names

• Joe Irvin