JT
CFP
JT
CFP

John Troncale

25 Years of Experience
Anniston, AL
1 DisclosureBroker

John Troncale is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Anniston, AL, with 25 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

1130 Quintard Avenue, Suite 100, Anniston, AL, 36201

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2009
Denied
Other Business Activities

John has 50% ownership in JDWM LLC since September 2024, dedicating a few hours per week. He also has 50% ownership in MT-WM LLC since March 2025, dedicating a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
May 2025 - Present · 1 yr
Wells Fargo Advisors Financial Network, LLCBroker
May 2025 - Present · 1 yr
Previous Registrations
Wells Fargo Advisors
November 2008 - May 2025 · 16 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
November 2008 - May 2025 · 16 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2001 - November 2008 · 7 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2001 - November 2008 · 7 yrs 10 mos
State Registrations30 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.
John Troncale - Financial Advisor | TrueAdvisor