Joel Sumner, financial advisor Saint Louis MO
77 score

Joel Sumner

CRD Number: 6273103
Current Firm: Wells Fargo Advisors, LLC

Joel Sumner (CRD# 6273103) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Saint Louis, MO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Saint Louis, MO Apr 2014 - Current 2
Edward Jones St Louis, MO Dec 2013 - Apr 2014 < 1
Bank Of America O'fallon, MO Dec 2012 - Nov 2013 < 1
Saint Louis University Saint Louis, MO Jul 2010 - Dec 2012 2
Columbia Publishing Ojai, CA Feb 2009 - Jul 2010 1
Four Seasons Santa Barbara, CA Jan 2008 - Feb 2009 1
Ojai Valley Inn And SPA Ojai, CA May 2007 - Nov 2007 < 1
24 Hour Fitness Provo, UT Feb 2006 - May 2007 1
Brigham Young University Provo, UT Aug 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Joel T. Sumner
Phone Number: 314-875-3000
Registered State(s):
  • IA
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
77

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