JB
JB
Joseph Barreca
26 Years of Experience
Harvey, LA
2 DisclosuresBroker
Joseph Barreca is a registered investment advisor at Wells Fargo Advisors, based in Harvey, LA, with 26 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
Harvey, LA
Get directionsHistory
Regulatory History (2)
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Customer Dispute
July 2025Settled
Customer Dispute
February 2025Denied
Employment History
Current Registrations
Wells Fargo Advisors
October 2024 - Present · 1 yr 11 mos
Wells Fargo Clearing Services, LLCBroker
October 2024 - Present · 1 yr 11 mos
Previous Registrations
First Horizon Advisors, INC
January 2021 - October 2024 · 3 yrs 9 mos
First Horizon Advisors, INC.Broker
January 2021 - October 2024 · 3 yrs 9 mos
Infinex Investments, INC.
July 2016 - January 2021 · 4 yrs 6 mos
Infinex Investments, INC.Broker
July 2016 - January 2021 · 4 yrs 6 mos
Essex National Securities, LLC
November 2007 - July 2016 · 8 yrs 8 mos
Essex National Securities, LLCBroker
November 2007 - July 2016 · 8 yrs 8 mos
Investment Advisors
September 2005 - November 2007 · 2 yrs 2 mos
Proequities, INC.Broker
November 2003 - November 2007 · 4 yrs
Wells Fargo Investments, LLCBroker
November 2001 - November 2003 · 2 yrs
Wells Fargo Investments, LLC
November 2001 - November 2003 · 2 yrs
Pfic Securities CorporationBroker
December 2000 - October 2001 · 10 mos
Bank United Securities CORP.Broker
June 2000 - December 2000 · 6 mos
Hibernia Investments, L.L.C.Broker
September 1999 - June 2000 · 9 mos
State Registrations31 states
ALARAZCACODEFLGAIDILKSKYLAMAMIMOMSMTNCNHNYOHOKRISCSDTNTXVAWAWY
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.