Joshua
Mathews

Wells Fargo Clearing Services, LLC

CRD#6346892
Investment Advisor
in Tempe, AZ

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About this Advisor

Joshua Mathews is a financial advisor located in Tempe, Arizona. Currently an investment advisor at Wells Fargo Clearing Services, LLC, Mathews has 12 years of professional experience as a financial advisor. Mathews maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Mathews can work with clients in Arizona and Texas. During their career, Mathews has held roles at G4S Secure Solutions Inc, Edward Jones, Federal Aviation Administration/Dept Of Transportation, Security 1 Solutions, Native New Yorker, United States Marine Corps and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is located in Tempe, Arizona, and has 6,405 locations throughout the United States. In aggregate, Wells Fargo Clearing Services, LLC manages $433 billion in assets across 1,434,106 accounts and retains more than 26,352 people. The amount of assets the firm manages places it among the largest firms in the United States. The firm manages 1,069,499 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 39% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Wells Fargo Clearing Services, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

40 E Rio Salado Pkwy Ste 525
Tempe, AZ 85281

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

AZ Average: $11,469,110,461
Total Number of Employees

26,352

AZ Average: 458
Total Number of Accounts

1,434,106

AZ Average: 33,415
Average Account Size

$302,067

AZ Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Joshua Mathews Work History

Joshua has 13 years of experience.

2016 - Present (4 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Edward Jones

2014 - 2014 (< 1 year)

Federal Aviation Administration/Dept Of Transportation

2013 - 2013 (< 1 year)

G4S Secure Solutions Inc

2013 - 2014 (1 year)

Security 1 Solutions

2013 - 2013 (< 1 year)

G4S Secure Solutions Inc

2013 - 2013 (< 1 year)

Native New Yorker

2007 - 2012 (5 years)

United States Marine Corps

Disclosures

Joshua Mathews has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Joshua Nowasell
San Francisco, CA
Lucas Widoff
Eugene, OR
Paul Milnes
Wayne, PA
Charles Kitts
Austin, TX
Ashley Watumull
San Francisco, CA
Stephen Harper
Washington, DC
Randall Skaggs
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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