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John I
Series 63, Series 65
Bensalem, PA
Wells Fargo Clearing
John Iuliano is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at Wachovia Bank, N.A. since 2006 and Wells Fargo Advisors LLC from 2009 to 2016. He is based in Bensalem, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
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