Wells Fargo Advisors
43yrs
Top advisor by experience in West Lebanon
41yrs
John Caputo
Financial advisor at Wells Fargo Advisors
Based in West Lebanon, New Hampshire, John Caputo is a fiduciary financial advisor with 41 years of industry experience. John joined Wells Fargo Advisors in 2011, after two years at Morgan Stanley and two years at Morgan Stanley & Co.. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 10 advisors with offices in West Lebanon, and one of 9 fiduciaries.
At a glance
Experience41 years (since 1986)
How that compares ?Top 3% by experience in New Hampshire
OfficeThe Trade Center, 24 Airport Rd Suite 305, West Lebanon, NH 03784
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- Jun 2009 – Jan 2011Morgan StanleyPreviously
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- 2002 – 2007Morgan Stanley DW Inc.Previously
- 1999 – 2002UBS Financial Services Inc.Previously
Contact John
Local office(603) 790-8230Ask for John. (314) 875-3000Main office · St. Louis, MO The Trade Center, 24 Airport Rd Suite 305West Lebanon, NH 03784Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call John’s local office at (603) 790-8230 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for John Caputo.
How long has John been a financial advisor?
John has been in the industry since 1986, about 41 years. Top 3% by experience in New Hampshire.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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