JF
CFA
JF
CFA

Joseph Fearday

16 Years of Experience
Marco Island, FL
Broker

Joseph Fearday is a CFA-designated registered investment advisor at Wells Fargo Advisors, based in Marco Island, FL, 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

Marco Island, FL

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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

Joseph has ownership stakes in multiple entities and rental properties, including SC3F Wealth Management Group LLC, SC3F Enterprises LLC, SC3FI Ventures, LLC, and several rental properties. These activities require minimal time commitment.

Employment History
Current Registrations
Wells Fargo Advisors
September 2020 - Present · 5 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2010 - September 2020 · 10 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
January 2010 - September 2020 · 10 yrs 8 mos
State Registrations44 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMIMNMOMSNCNDNENJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWI
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.
Joseph Fearday - Financial Advisor | TrueAdvisor