JI
CFP
JI
CFP
Joseph Ilg is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Melville, NY, with 14 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B
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
175 Broadhollow Road, Suite 120, Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2022Denied
Employment History
Current Registrations
Wells Fargo Advisors
May 2026 - Present · 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2026 - Present · 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2015 - May 2026 · 11 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2014 - May 2026 · 11 yrs 7 mos
Spartan Capital Securities, LLCBroker
March 2013 - September 2014 · 1 yr 6 mos
Nylife Securities LLCBroker
June 2012 - January 2013 · 7 mos
State Registrations37 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.
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