JL
JL

Joshua Leblanc

11 Years of Experience
Reno, NV
Broker

Joshua Leblanc is a registered investment advisor at Wells Fargo Advisors, based in Reno, NV, 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

595 Humboldt St Ste 200, Reno, NV, 89509

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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

Joshua has 100% ownership in Leblanc Private Wealth Management LLC, which is investment-related. He dedicates minimal time to this activity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2024 - Present · 2 yrs 4 mos
Wells Fargo Advisors
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Morgan Stanley
September 2017 - January 2024 · 6 yrs 4 mos
Morgan StanleyBroker
September 2017 - January 2024 · 6 yrs 4 mos
Waddell & ReedBroker
August 2016 - September 2017 · 1 yr 1 mo
Waddell & Reed
August 2016 - September 2017 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - June 2016 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2015 - June 2016 · 1 yr 5 mos
Wells Fargo Advisors, LLCBroker
August 2014 - October 2014 · 2 mos
State Registrations10 states
AZCAFLMENCNJNYORTXVA
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.