Joshua Michael Greenwald

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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
  Towson, MD
• 11/2016 → 10/2023
  Wells Fargo Clearing Services, Llc
  Towson, MD
• 10/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Hunt Valley, MD

Previous Registrations

• 2006-11-03 → 2023-10-06
  Wells Fargo Clearing Services, Llc
  Hunt Valley, MD
  Lutherville, MD
  Hunt Valley, MD
  Hunt Valley, MD
  Hunt Valley, MD
• 1999-07-01 → 2006-11-07
  A. G. Edwards & Sons, Inc.
  Hunt Valley, MD
  Hunt Valley, MD

Other Businesses

LATTICEWORK INVESTMENT ADVISORS LLC, INV RELATED, HUNT VALLEY, MD, 50% OWNERSHIP, START DATE: 10/6/23, 40 HRS PER MONTH, 40 HRS DURING TRADING, FINET PRACTICE. HELMSLEY COURT NEIGHBORHOOD IMPROVEMENT ASSOCIATION; NOT INV. RELATED; BALTIMORE, MD; HOA; TREASURER; START DATE 9/15/2023; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS, DEPOSIT HOA DUES, PAY SECURITY GUARD AND REPORT ON FINANCES.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-16
• S63 Uniform Securities Agent State Law Examination
  1997-12-12

Designations

• Certified Financial Planner

Other Names

• Joshua Greenwald