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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:

Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-07-24
FL RA APPROVED 2023-07-21
TX RA APPROVED 2023-07-20
  • GA RA
    APPROVED
    Since 2023-07-24
  • FL RA
    APPROVED
    Since 2023-07-21
  • TX RA
    APPROVED
    Since 2023-07-20

Branch Locations

4600 Touchton Rd E Ste 110, Jacksonville, FL 32246 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Jacksonville FL 07/2023 Present
Wells Fargo Clearing Services, Llc Jacksonville FL 12/2013 07/2023
Previous Registrations
  • 2013-04-22 → 2023-07-20
    Vero Beach, FL
    Jacksonville, FL
    Fort Pierce, FL
    Vero Beach, FL
    Ponte Vedra Beach, FL
    Raleigh, NC
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
Other Businesses

WEI TRUCKING, LLC, INV RELATED, KINGSLAND, GA, 100% OWNERSHIP WITH SPOUSE, START DATE 8/3/2022, 6 HRS PER MONTH, 0 HRS DURING TRADING, TREASURER OF SPOUSES BUSINESS. GRYPHON WEALTH, LLC ; INV RELATED; JACKSONVILLE,FL; INVESTMENT MANAGEMENT ADVICE; REGISTERED WEALTH ASSOCIATE; START DATE: 12/30/2025; 200 HRS PER MONTH; 200 HRS DURING TRADING; |

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-12
S63 Uniform Securities Agent State Law Examination 2012-12-17
  • S65 Uniform Investment Adviser Law Examination
    2013-03-12
  • S63 Uniform Securities Agent State Law Examination
    2012-12-17
Other Names
  • Joyce Bailey
  • Joyce Lorraine Bailey
  • Joyce L Walker

View on SEC IAPD

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