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JB
CFP
JB
CFP

Joshua Bousfield

Wells Fargo Advisors
14 Years of Experience
Orlando, FL
1 DisclosureBroker
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Joshua Bousfield is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Orlando, FL, with 14 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.

Wells Fargo Advisors
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.

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Location

10715 Narcoossee Rd, Orlando, FL, 32832

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History

Regulatory History (1)
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Regulatory
May 2023
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
May 2023 - Present · 3 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
Copperleaf Capital, LLC
October 2021 - December 2022 · 1 yr 2 mos
Wells Fargo Clearing Services, LLC
March 2018 - October 2021 · 3 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
March 2018 - October 2021 · 3 yrs 7 mos
Suntrust Advisory Services, INC.
January 2018 - March 2018 · 2 mos
Suntrust Investment Services, INC.Broker
January 2018 - March 2018 · 2 mos
Wells Fargo Clearing Services, LLC
June 2013 - December 2017 · 4 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
November 2011 - December 2017 · 6 yrs 1 mo
State Registrations17 states
AZCAFLGAILINMDMIMNNCNVNYPAPRSCTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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