Joshua Dean Ingalls

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

• 04/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Westlake, OH
• 11/2016 → 04/2025
  Wells Fargo Clearing Services, Llc
  Westlake, OH
• 04/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Westlake, OH

Previous Registrations

• 2014-09-03 → 2025-04-03
  Wells Fargo Clearing Services, Llc
  Westlake, OH

Other Businesses

LAKE ERIE COLLEGE, INV RELATED, PAINESVILLE, OH, FINANCE COMMITTEE MEMBER, START 10/1/2024, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING.| BILO LLC, INV RELATED, WESTLAKE, OH, 25% OWNERSHIP, START 04/03/25, 1 HR PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE; | YOUR BRIDGE WEALTH MANAGEMENT LLC, INV RELATED, WESTLAKE, OH, 20% OWNERSHIP, START 04/03/25, 1 HR PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE; | J. INGALLS CO. LLC, INV RELATED, NORTH OLMSTED, OH, 100%, START 04/03/2025, 1 HR PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE;

Exams

• S66 Uniform Combined State Law Examination
  2014-09-03

Other Names

• Joshua Ingalls
• J.D. Ingalls