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Justin Cobb

Wells Fargo Advisors
30 Years of Experience
Charlotte, NC
1 DisclosureBroker
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Justin Cobb is a registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, with 30 years of industry experience. Justin 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
14699 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

6101 Fairview Rd, Charlotte, NC, 28210

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History

Regulatory History (1)
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Customer Dispute
June 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Justin owns multiple rental properties in Mooresville, NC and Charlotte, NC, some with partial ownership and some with his spouse. He also serves as executor for his father's estate, and is part owner of Sunflower552 LLC; these activities take about 10-20% of Justin's time.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
February 2023 - Present · 3 yrs 8 mos
Wells Fargo Advisors
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2013 - March 2023 · 9 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2013 - March 2023 · 9 yrs 10 mos
First Citizens Asset Management, INC
February 2011 - May 2013 · 2 yrs 3 mos
First Citizens Securities CorporationBroker
February 2011 - May 2013 · 2 yrs 3 mos
Suntrust Investment Services, INC.
May 2006 - February 2011 · 4 yrs 9 mos
Suntrust Investment Services, INC.Broker
May 2006 - February 2011 · 4 yrs 9 mos
Bb&t Investment Services, INC.
October 2002 - May 2006 · 3 yrs 7 mos
Bb&t Investment Services, INC.Broker
October 2002 - May 2006 · 3 yrs 7 mos
UBS Painewebber INC.
December 2001 - October 2002 · 10 mos
UBS Painewebber INC.Broker
May 2001 - October 2002 · 1 yr 5 mos
First Union Securities, INC.Broker
October 2000 - April 2001 · 6 mos
First Union Brokerage Services, INC.Broker
July 1996 - October 2000 · 4 yrs 3 mos
State Registrations8 states
FLILMSNCNJNYSCTN
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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