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Joanna Puder

Wells Fargo Advisors
25 Years of Experience
San Antonio, TX
1 DisclosureBroker
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Joanna Puder is a registered investment advisor at Wells Fargo Advisors, based in San Antonio, TX, with 25 years of industry experience. Joanna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

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

View Full SEC Brochure

Location

10999 W Interstate 10, San Antonio, TX, 78230

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2021
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2026 - Present · 4 mos
Wells Fargo Advisors Financial Network, LLC
June 2026 - Present · 4 mos
Wells Fargo Advisors
June 2026 - Present · 4 mos
Wells Fargo Clearing Services, LLCBroker
November 2024 - Present · 1 yr 11 mos
Wells Fargo Advisors
November 2024 - Present · 1 yr 11 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

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
No exam information available for this advisor.
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