Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
13yrs
Based in Salt Lake City, Utah, Josh Epperson is a fiduciary financial advisor with 13 years of industry experience. Josh joined Wells Fargo Advisors in 2013, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 56% of advisors in Salt Lake City
Office299 S Main St 7th Floor [Mk/Me-Rbo], Salt Lake City, UT 84111
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
- 2013 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Josh
Local office(385) 415-7900Ask for Josh. (314) 875-3000Main office · St. Louis, MO 299 S Main St 7th Floor [Mk/Me-Rbo]Salt Lake City, UT 84111Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Josh
Tailored to Josh’s registration and firm.
- 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 Josh
How do I contact Josh?
Call Josh’s local office at (385) 415-7900 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Josh Epperson.
How long has Josh been a financial advisor?
Josh has been in the industry since 2013, about 13 years. More experience than 56% of advisors in Salt Lake City.
What licenses does Josh hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Josh a fiduciary?
Josh is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Josh paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Josh 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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