John Joseph Morley

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

• 05/2009 → Present
  Wells Fargo Advisors Financial Network Llc
  Woodland Hills, CA

Previous Registrations

• 2000-03-28 → 2006-02-03
  Wells Fargo Clearing Services, Llc
  Woodland Hills, CA

Other Businesses

CO-TRUSTEE OF MOTHER'S TRUST, 2391 LEEWARD CIRCLE, WESTLAKE VILLAGE, CA 91361, LESS THAN 1 HR/MONTH,NOT DURING SECURITIES HRS, START 7/24/2007. MORLEY INVESTMENT GROUP LLC; INV. RELATED; WOODLAND HILLS, CA; 50% OWNERSHIP; FINET PRACTICE; STRAT DATE 2/2006; 40 HRS PER MONTH; 130 HRS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-23
• S63 Uniform Securities Agent State Law Examination
  1982-04-23