JP
CFP
JP
CFP

Joseph Paoletti

29 Years of Experience
Fayetteville, GA
1 DisclosureBroker

Joseph Paoletti is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Fayetteville, GA, with 29 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.

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

620 N Jeff Davis Dr, Fayetteville, GA, 30214

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History

Regulatory History (1)
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Customer Dispute
February 2024
Settled
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
November 2024 - Present · 1 yr 11 mos
Wells Fargo Advisors
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - November 2024 · 15 yrs 5 mos
Morgan Stanley
June 2009 - November 2024 · 15 yrs 5 mos
Citigroup Global Markets INC.
April 2003 - June 2009 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
January 2002 - June 2009 · 7 yrs 5 mos
The Robinson-Humphrey Company, LLCBroker
December 1996 - January 2002 · 5 yrs 1 mo
State Registrations27 states
ALAZCACOCTDCFLGAILINKYLAMAMEMOMSNCNJNYOHORPASCTNTXVAWV
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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