JP
JP
Joanna Puder
25 Years of Experience
San Antonio, TX
1 DisclosureBroker
Joanna Puder is a registered investment advisor at Wells Fargo Advisors, based in San Antonio, TX, with 25 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
10999 W Interstate 10, 5th Fl/Ste 5000, San Antonio, TX, 78230
Get directionsHistory
Regulatory History (1)
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Financial
November 2021Final
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
November 2024 - Present · 1 yr 6 mos
Wells Fargo Advisors
November 2024 - Present · 1 yr 6 mos
Previous Registrations
J.P. Morgan Securities LLC
December 2022 - July 2024 · 1 yr 7 mos
J.P. Morgan Securities LLCBroker
December 2022 - July 2024 · 1 yr 7 mos
Morgan Stanley
October 2018 - November 2022 · 4 yrs 1 mo
Morgan StanleyBroker
September 2018 - November 2022 · 4 yrs 2 mos
Signator Investors, INC.Broker
December 2015 - August 2017 · 1 yr 8 mos
Signator Investors, INC.
December 2015 - August 2017 · 1 yr 8 mos
Signator Financial Services, INC.
March 2014 - December 2015 · 1 yr 9 mos
Signator Financial Services, INC.Broker
August 2012 - December 2015 · 3 yrs 4 mos
First Washington CorporationBroker
September 2003 - August 2012 · 8 yrs 11 mos
Wachovia Securities, LLCBroker
July 2003 - August 2003 · 1 mo
Wachovia Securities, LLC
July 2003 - August 2003 · 1 mo
Prudential Securities Incorporated
July 2001 - July 2003 · 2 yrs
Prudential Securities IncorporatedBroker
July 1999 - July 2003 · 4 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.