Lois
Joha

Wells Fargo Investment Institute, Inc

CRD#1562957
Investment Advisor
in Denver, CO

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About this Advisor

Lois Joha is a financial advisor based out of Denver, Colorado with a total of 2 years of relevant experience. Joha currently works for Wells Fargo Investment Institute, Inc. They have spent their complete time as a financial advisor at Wells Fargo Investment Institute, Inc. Joha maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Colorado. Wells Fargo Investment Institute, Inc is a financial advisory company based out of Charlotte, NC. It has offices in 38 locations and a total of 264 people on staff. It oversees $38 billion in total assets among its 24,240 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 289 charities and foundations. Of its 24,240 client accounts, 94% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. A financial advisor's fees typically depend on which services the firm provides the client. Fees billed by Wells Fargo Investment Institute, Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1700 Lincoln St Floor 10
Denver, CO 80203-4500

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Wells Fargo Investment Institute, Inc Brokerage Details

Total Assets Under Management

$38,123,578,794

CO Average: $3,625,019,099
Total Number of Employees

264

CO Average: 22
Total Number of Accounts

24,240

CO Average: 1,917
Average Account Size

$1,572,755

CO Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Lois Joha Work History

Lois has been registered as a financial advisor for 2 years.*

2007 - Present (17 years)

Wells Fargo Investment Institute, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lois Joha to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wells Fargo Investment Institute, Inc

Robin Rappaport
Beverly Hills, CA
Matthew Hope
Dallas, TX
Troy Seiler
Charlotte, NC
Craig Weisenberger
Denver, CO
Ryan Shaw
Minneapolis, MN
Bradley Kearns
Charlotte, NC
Andrew Bowling
Charlotte, NC
Sean Orr
Charlotte, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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