Joslin Alberique

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

• 02/2020 → 04/2021
  Charles Schwab & Co
  Indianapolis, IN
• 02/2019 → 12/2019
  True Quality Roofing
  Loganville, GA
• 03/2018 → 01/2019
  Ripple Effect Promotions
  Fort Myers, FL
• 09/2016 → 02/2018
  Unemployed
  Buford, GA
• 08/2021 → 08/2022
  Fidelity Investments
  Jacksonville, FL
• 05/2021 → 07/2021
  Unemployed
  Atlanta, GA
• 12/2022 → 01/2024
  Securities America, Inc.
  La Vista, NE
• 08/2022 → 12/2022
  Unemployed
  Atlanta, GA
• 07/2023 → 01/2024
  Securities America Advisors
  La Vista, NE
• 01/2026 → Present
  Wells Fargo Advisors Financial Network, Llc
  Atlanta, GA
• 08/2025 → 12/2025
  Unemplyed
  Atlanta, GA
• 02/2024 → 08/2024
  Unemployed
  Atlanta, GA
• 08/2024 → 07/2025
  Kingsview Wealth Management
  Grants Pass, OR

Previous Registrations

• 2023-07-19 → 2024-01-26
  Securities America Advisors, Inc.
  La Vista, NE

Other Businesses

JUG CONSULTING, LLC; INV RELATED; ATLANTA,GA; LANDLOARD ;100% OWNERSHIP; START DATE: 08/01/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-13
• S63 Uniform Securities Agent State Law Examination
  2022-01-21