Giosefin Tonej

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

• 03/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Jacksonville, FL
• 09/2023 → 03/2024
  Nebula Energy
  Jacksonville, FL
• 07/2019 → 09/2023
  Macquarie Group
  Jacksonville, FL
• 05/2016 → Present
  Tonej Construction & Services Inc
  Jacksonville, FL
• 05/2014 → 05/2019
  University Of Florida
  Gainesville, FL

Other Businesses

Tonej Construction & Services Inc., since 2015,family owned residential construction business where for about 10 hours a week after mainly during weekends or after 6pm on weekdays i help with sending out estimates and communicating with clients about their renovation project if needed. Title is Secretary GRYPHON WEALTH, LLC; INV RELATED; JACKSONVILLE,FL; INVESTMENT MANAGEMENT ADVICE; INVESTMENT ANALYST; START DATE: 12/30/2025; 200 HRS PER MONTH; 200 HRS DURING TRADING; |

Exams

• S66 Uniform Combined State Law Examination
  2025-06-06