JY
JY

Joshua Young

20 Years of Experience
Lakewood, CO
1 DisclosureBroker

Joshua Young is a registered investment advisor at Wells Fargo Advisors, based in Lakewood, CO, with 20 years of industry experience. Joshua 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
14699 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.

Loading...

Location

143 Union Blvd, Ste 1050, Lakewood, CO, 80228

Get directions

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
August 2010
Settled
Employment History
Current Registrations
Wells Fargo Advisors
November 2024 - Present · 1 yr 11 mos
Wells Fargo Clearing Services, LLCBroker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Edward Jones
July 2007 - November 2024 · 17 yrs 4 mos
Edward JonesBroker
February 2006 - November 2024 · 18 yrs 9 mos
State Registrations47 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSLAMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORPARISCTNTXUTVAWAWIWVWY
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.
More Advisors