Lois Joha, financial advisor Denver CO

Lois Joha

CRD Number: 1562957
Current Firm: Wells Fargo Investment Institute, Inc.

Lois Joha (CRD# 1562957) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Denver, CO and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Investment Institute, Inc. Denver, CO Feb 2007 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Lois S. Joha
Phone Number: 704-715-1214
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    51,248
    MILLIONS
  • Total Number of Accounts
    16,271
    ACCOUNTS
  • Average Account Value
    $3,149,674
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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