Cambridge Investment Research Advisors
46yrs
Top advisor by experience in Charlottesville
28yrs
John Sload is a fiduciary financial advisor in Charlottesville, Virginia, with 28 years in the industry. John joined Wells Fargo Advisors in 2009, after two years at Morgan Stanley & Co. and eight years at Morgan Stanley DW. 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 275 advisors with offices in Charlottesville, and one of 255 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 20% by experience nationwide
Office100 E South St, Charlottesville, VA 22902
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 ?2 states
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
- 2009 – nowWells Fargo Clearing Services, LLCCurrent firm
- Apr 2007 – Jan 2009Morgan Stanley & Co. LLCPreviously
- 1999 – 2007Morgan Stanley DW Inc.Previously
Contact John
Local office(434) 296-7185Ask for John. (314) 875-3000Main office · St. Louis, MO 100 E South StCharlottesville, VA 22902Office · 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 John’s local office at (434) 296-7185 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for John Sload.
How long has John been a financial advisor?
John has been in the industry since 1998, about 28 years. Top 20% by experience nationwide.
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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