Joshua Leppo

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

• 06/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Naples, FL
• 11/2016 → 06/2025
  Wells Fargo Clearing Services, Llc
  Naples, FL
• 06/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Naples, FL

Previous Registrations

• 2017-02-21 → 2025-06-05
  Wells Fargo Clearing Services, Llc
  Naples, FL
  Naples, FL

Other Businesses

IONIC CROSSFIT; NON INV RELATED; BONITA SPRINGS, FL; COACH; HEALTH & WELLNESS; START: 7/12/17; 6 HRS/MO; 0 DURING TRADING; DUTIES: COACH ATHLETES THROUGH WORKOUT. JOSH LEPPO CORPORATION ; INV RELATED;NAPLES,FL; SECURITIES INVESTMENTS;100% OWNERSHIP; START DATE: 06/05/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2017-02-20

Other Names

• Joshua A Leppo
• Joshua Andrew Leppo