JK
JK

Joshua Karwowski

27 Years of Experience
Fishers, IN
1 DisclosureBroker

Joshua Karwowski is a registered investment advisor at Wells Fargo Advisors, based in Fishers, IN, with 27 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

Fishers, IN

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History

Regulatory History (1)
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Criminal
September 1994
Final Disposition
Other Business Activities

Joshua serves as power of attorney for his father and executor for his uncle, dedicating minimal time to each role. He also has ownership stakes in JKWIM LLC and Keystone Wealth & Investment Management LLC, dedicating full-time hours to the latter.

Employment History
Current Registrations
Wells Fargo Advisors
June 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors Financial Network, LLC
June 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
Wells Fargo Advisors
July 2003 - June 2024 · 20 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - June 2024 · 20 yrs 11 mos
Prudential Securities Incorporated
February 1999 - July 2003 · 4 yrs 5 mos
Prudential Securities IncorporatedBroker
November 1998 - July 2003 · 4 yrs 8 mos
State Registrations27 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.