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Joseph Nelson

Wells Fargo Advisors
34 Years of Experience
Palo Alto, CA
1 DisclosureBroker
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Joseph Nelson is a registered investment advisor at Wells Fargo Advisors, based in Palo Alto, CA, with 34 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.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

301 University Ave, [Vd-Rbo], Palo Alto, CA, 94301

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History

Regulatory History (1)
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Customer Dispute
September 2015
Denied
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Other Business Activities

Joseph owns two rental properties, one in Truckee, CA (since 2021) and one in Wayzata, MN (since 2025). He spends minimal time on these activities.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 9 mos
Wells Fargo Advisors
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Wells Fargo Investments, LLC
October 2005 - January 2011 · 5 yrs 3 mos
Wells Fargo Investments, LLCBroker
September 2005 - January 2011 · 5 yrs 4 mos
UBS Financial Services INC.
April 2001 - July 2003 · 2 yrs 3 mos
UBS Financial Services INC.Broker
November 1998 - July 2003 · 4 yrs 8 mos
Nationsbanc Investments, INC.Broker
January 1998 - November 1998 · 10 mos
NationssecuritiesBroker
July 1993 - January 1998 · 4 yrs 6 mos
Dean Witter Reynolds INC.Broker
March 1989 - July 1993 · 4 yrs 4 mos
State Registrations25 states
AZCACOFLGAHIIDMAMDMOMTNCNJNMNVNYORPATNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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