Wells Fargo Advisors
47yrs
Top advisor by experience in Conshohocken
38yrs
Based in Conshohocken, Pennsylvania, John Kane is a financial advisor with 38 years of industry experience. John joined Wells Fargo Advisors in 2017, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience38 years (since 1988)
How that compares ?Top 6% by experience nationwide
OfficeOne Fayette St Suite 200 Two Tower Bridge, Conshohocken, PA 19428
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2017 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact John
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for John. One Fayette St Suite 200 Two Tower BridgeConshohocken, PA 19428Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.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 Wells Fargo Advisors at (314) 875-3000 and ask for John Kane. John works from the Conshohocken, PA office.
How long has John been a financial advisor?
John has been in the industry since 1988, about 38 years. Top 6% by experience nationwide.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
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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