JOSEPH F. NELSON

Senior Financial Advisor

Senior Vice President - Investments

Address: 735 SANTA CRUZ AVE , MENLO PARK , CA 94025
Phone: 650-854-2723  |  866-636-8339   
Email: Joseph.F.Nelson@wellsfargo.com Compose mail in a new window

My Background

My Associate(s): Bao Vo, Registered Client Associate ; Lucas A. Mosher, Registered Client Associate

My Experience

  • 2005 - present : Wells Fargo Advisors, Sr. VP & Sr. Financial Advisor
  • 2003 - 2005 : Global VR, Co-Founder & Sr. VP of Corporate Development
  • 1998 - 2003 : UBS Financial Services, VP & Financial Advisor
  • 1993 - 1998 : Bank of America Securities, AVP & Financial Advisor
  • 1988 - 1993 : Dean Witter Reynolds, Account Executive & Financial Advisor

My Education & Credentials

  • Bachelor of Science, Finance- University of Massachusetts
Securities Registered in the following states: AZ, CA, CO, DC, FL, HI, ID, IL, MA, MD, MN, MO, NC, NJ, NM, NV, OR, PA, TX, VA, WA
Insurance licensed in the following states: CA (Lic. # 0E98810)
JOSEPH F. NELSON: Financial Advisor: Wells Fargo Clearing Services, LLC