Joseph Walter Modero

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

• 03/2012 → 05/2017
  Ubs Financial Services Inc.
  Florham Park, NJ
• 10/2018 → 04/2024
  Wells Fargo Clearing Services Llc
  Florham Park, NJ
• 12/2017 → 09/2018
  Self - Employed Consultant
  Bloomfield, NJ
• 06/2017 → 11/2017
  Career Break - Not Working
  Bloomfield, NJ
• 04/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Florham Park, NJ

Previous Registrations

• 2018-10-05 → 2024-04-19
  Wells Fargo Clearing Services, Llc
  Florham Park, NJ
• 2012-03-22 → 2017-05-26
  Ubs Financial Services Inc.
  Warren, NJ
  Florham Park, NJ
• 2009-06-01 → 2012-04-11
  Morgan Stanley
  Morristown, NJ
• 2007-06-21 → 2009-06-01
  Morgan Stanley & Co. Llc
  Morristown, NJ
• 2005-10-10 → 2007-07-09
  Rbc Capital Markets, Llc
  Paramus, NJ
  West Paterson, NJ

Exams

• S66 Uniform Combined State Law Examination
  2005-08-24

Other Names

• Joseph Modero
• Joseph Walter Modero