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Todd Eosso

16 Years of Experience
Bernardsville, NJ
Broker

Todd Eosso is a registered investment advisor at Wells Fargo Advisors, based in Bernardsville, NJ, with 16 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

150 Morristown Road, Ste 225, Bernardsville, NJ, 07924

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Todd has a 10% ownership in EOSSO & Jones Inc. and 100% ownership in Gravity Management Group Inc., dedicating about half of his time to the latter.

Employment History
Current Registrations
Wells Fargo Advisors
March 2024 - Present · 2 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
August 2015 - April 2024 · 8 yrs 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
August 2015 - April 2024 · 8 yrs 8 mos
J.P. Morgan Securities LLCBroker
October 2012 - August 2015 · 2 yrs 10 mos
J.P. Morgan Securities LLC
October 2012 - August 2015 · 2 yrs 10 mos
Chase Investment Services CORP.
July 2012 - October 2012 · 3 mos
Chase Investment Services CORP.Broker
July 2012 - October 2012 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2011 - July 2012 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2011 - July 2012 · 1 yr 5 mos
Morgan Stanley Smith Barney LLC
February 2010 - December 2010 · 10 mos
Morgan Stanley Smith BarneyBroker
December 2009 - December 2010 · 1 yr
Hold Brothers On-Line Investment Services L.L.C.Broker
April 2009 - November 2009 · 7 mos
State Registrations16 states
CADEFLILKYLAMAMDNCNHNJNYOHPATXVA
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.