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Joshua Seligson
11 Years of Experience
Chatham, NJ
2 DisclosuresBroker
Joshua Seligson is a registered investment advisor at Wells Fargo Advisors, based in Chatham, NJ, with 11 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
19 Center St, Chatham, NJ, 07928
Get directionsHistory
Regulatory History (2)
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Financial
February 2017Final
Financial
August 2016Final
Other Business Activities
Joshua is a girls varsity basketball coach at St. David's School since 2014, dedicating about a quarter of his time to this non-investment related activity.
Employment History
Current Registrations
Wells Fargo Advisors
January 2025 - Present · 1 yr 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2025 - Present · 1 yr 8 mos
Previous Registrations
Edward Jones
May 2016 - January 2025 · 8 yrs 8 mos
Edward JonesBroker
March 2016 - January 2025 · 8 yrs 10 mos
Capfinancial Securities, LLC.Broker
May 2014 - January 2016 · 1 yr 8 mos
State Registrations9 states
FLGAMAMDNCNJSCUTVA
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.