JL
JL

John Lobianco

36 Years of Experience
St. Petersburg, FL
3 DisclosuresBroker

John Lobianco is a registered investment advisor at Wells Fargo Advisors, based in St. Petersburg, FL, with 36 years of industry experience. John 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.

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

100 2nd Ave S, Ste 400N, St. Petersburg, FL, 33701

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2009
Settled
Customer Dispute
October 2003
Settled
Customer Dispute
September 1994
Settled
Other Business Activities

John owns rental property in St. Pete Beach, FL since February 2024. He spends minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
July 2012 - Present · 14 yrs 3 mos
Wells Fargo Advisors
July 2012 - Present · 14 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
October 2002 - July 2012 · 9 yrs 9 mos
UBS Financial Services INC.Broker
September 2002 - July 2012 · 9 yrs 10 mos
Prudential Securities Incorporated
January 1997 - October 2002 · 5 yrs 9 mos
Prudential Securities IncorporatedBroker
July 1990 - October 2002 · 12 yrs 3 mos
State Registrations22 states
ARCACOCTFLGAILINKSMAMIMONCNJNYOHSCTXUTVAWIWY
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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