JW
JW

Joshua Watt

30 Years of Experience
Atlanta, GA
Broker

Joshua Watt is a registered investment advisor at Wells Fargo Advisors, based in Atlanta, GA, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

4353 Tilly Mill Rd, Suite 225, Atlanta, GA, 30360

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joshua is a co-owner of WLAKE LLC, a family holding company for lake property, and owns 100% of JJ Watt Enterprises, LLC. These activities require minimal time commitment.

Employment History
Current Registrations
Wells Fargo Advisors
April 2022 - Present · 4 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2006 - April 2022 · 16 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
February 2006 - April 2022 · 16 yrs 2 mos
Citigroup Global Markets INC.
April 2003 - February 2006 · 2 yrs 10 mos
Citigroup Global Markets INC.Broker
April 2000 - February 2006 · 5 yrs 10 mos
Wachovia Securities, INC.Broker
April 1995 - April 2000 · 5 yrs
State Registrations9 states
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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.