John Joseph Andrew Gagne

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
  Marietta, GA
• 11/2016 → 06/2023
  Wells Fargo Clearing Services, Llc
  Marietta, GA
• 06/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Atlanta, GA

Previous Registrations

• 2008-08-29 → 2023-06-16
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
  Marietta, GA
  Atlanta, GA
  Atlanta, GA
  Marietta, GA
• 2005-08-15 → 2008-08-18
  Banc Of America Investment Services, Inc.
  Atlanta, GA
  Atlanta, GA
• 2005-01-25 → 2005-08-09
  Strategic Advisers Llc
  Merrimack, NH

Other Businesses

ATLANTIC WEALTH MANAGEMENT LLC, INV RELATED, MARIETTA, GA, 100% OWNERSHIP, START 1/25/2023, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE. 1792 CAPITAL PARTNERS, LLC, INVT RELATED, ATLANTA, GA, 33.33% OWNERSHIP, START DATE 6/20/2023, 160 HRS PER MONTH AND DURING TRADING, FOR FINET PRACTICE.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-27
• S63 Uniform Securities Agent State Law Examination
  2000-03-17

Designations

• Certified Financial Planner