Joshua Joseph Alan Franklin

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 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

• 06/2022 → Present
  Wells Fargo Clearing Services, Llc
  Mankato, MN
• 03/2019 → Present
  Wells Fargo Bank, Na
  Mankato, MN
• 08/2015 → 03/2019
  Walmart Dc 7079
  Mankato, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-26
• S63 Uniform Securities Agent State Law Examination
  2022-09-29

Other Names

• Joshua Joseph Allen Franklin
• Josh Franklin