Joseph O'connell
Joseph O'connell is a registered investment advisor at Wells Fargo Advisors, based in Chesterbrook, PA, with 38 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
955 Chesterbrook Blvd, Ste 320, Chesterbrook, PA, 19087
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2018Other Business Activities
Joseph is a finance committee member at Our Lady of the Assumption Roman Catholic Church since 2020, dedicating minimal time. He reviews financial statements, prepares budgets, and oversees capital expenditures.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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