JD
JD

Justin Dwyer

1 Year of Experience
Cherry Hill, NJ
Broker

Justin Dwyer is a registered investment advisor at Wells Fargo Advisors, based in Cherry Hill, NJ, with 1 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

457 Haddonfield Road, [Satellite], Cherry Hill, NJ, 08002

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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

Justin writes freelance articles for a CBD company since September 2023. This non-investment related activity takes about 10-20% of his time.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2024 - Present · 1 yr 8 mos
Wells Fargo Advisors
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Concurrent Investment Advisors, LLC
May 2024 - June 2024 · 1 mo
State Registrations22 states
AZCACOCTDEFLGAMAMDMEMINCNJNVNYOHPASCTNTXVAWA
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.