Josh Burgon
Josh Burgon is a registered investment advisor at Wells Fargo Advisors, based in Cottonwood Heights, UT, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
6985 S Union Park Ctr, Ste 170, Cottonwood Heights, UT, 84047
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2004Customer Dispute
April 2002Other Business Activities
Josh has ownership stakes in Genesys Wealth Management, J Burgon LLC, Genesys Holdings, and Family Wealth Management LLC, all related to Finet Practice. These activities require minimal time commitment.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations17 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.