Joshua Frederick Williford

CRD 5680317 · Wells Fargo Advisors · Mclean, VA

IA RegisteredBroker

Also appears in the source record as: Joshua Williford

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 7TOSIESeries 7Series 66Series 63Series 65
Registered states (19): California · Connecticut · Delaware · District Of Columbia · Florida · Iowa · Kentucky · Maryland · Massachusetts · Mississippi · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Virginia · Wisconsin
Years in the industry (source record): 7
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (11)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Mclean, VA · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Mclean, VA · BC capacity

start not retrieved → present
Amj Financial Wealth Management LLC
Leesburg, VA · IA capacity

Apr 21, 2021 → Mar 7, 2022
Triad Advisors LLC
Leesburg, VA · BC capacity

Apr 15, 2021 → Mar 3, 2022
Raymond James Financial Services Advisors, Inc
Towson, MD · IA capacity

Jul 10, 2020 → Dec 17, 2020
Raymond James Financial Services, Inc.
Towson, MD · BC capacity

Jul 2, 2020 → Dec 17, 2020
Stratwealth
Fulton, MD · IA capacity

May 24, 2018 → Jan 27, 2020
Money Concepts Advisory Service
Frederick, MD · IA capacity

Jan 21, 2011 → Dec 31, 2012
Money Concepts Capital Corp
Frederick, MD · BC capacity

Jan 21, 2011 → Dec 31, 2012
Waddell & Reed, Inc.
Owings Mill, MD · IA capacity

Oct 1, 2010 → Nov 3, 2010
Waddell & Reed, Inc.
Owings Mill, MD · BC capacity

Aug 19, 2010 → Nov 3, 2010

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5680317 ↗ FINRA BrokerCheck record for CRD 5680317 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.