Joshua
Mathews

Wells Fargo Clearing Services, LLC

CRD#6346892
Investment Advisor
in Tempe, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joshua Mathews is an advisor who works in Tempe, Arizona. Currently an investment advisor at Wells Fargo Clearing Services, LLC, they have accrued 11 years of practice as a registered investment advisor. Mathews maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Mathews is registered to serve customers based out of Arizona and Texas. Their career trajectory has included 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 headquartered in Tempe, Arizona, and has 6,557 additional locations in the nation. In total, Wells Fargo Clearing Services, LLC manages $473 billion in assets throughout 1,432,715 client accounts and employs more than 26,409 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 39% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Wells Fargo Clearing Services, LLC can provide 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

11 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 11 years of experience.

2016 - Present (3 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

Amar Mehta
Jenkintown, PA
Clifford Wichmann
Walnut Creek, CA
Thomas Kimmett
Lemoyne, PA
Steven Fleisher
Conshohocken, PA
David Christians
Duluth, MN
Jean Dutt
Aberdeen, SD
Mario Rivero
Elizabeth, NJ
Lawrence Fleming
Walnut Creek, CA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started