Wells Fargo Advisors
47yrs
Top advisor by experience in Conshohocken
8yrs
Jack Florio
Financial advisor at Wells Fargo Advisors
Jack Florio is a fiduciary financial advisor in Conshohocken, Pennsylvania, with 8 years in the industry. Jack joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Jack holds the CFP® designation.
One of 451 advisors with offices in Conshohocken, and one of 409 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office101 West Elm Street 420 3rd Floor, Conshohocken, PA 19428
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2018 – 2025Wells Fargo Clearing Services, LLCPreviously
Contact Jack
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Jack. 101 West Elm Street 420 3rd FloorConshohocken, PA 19428Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Jack
Tailored to Jack’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jack
How do I contact Jack?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Jack Florio. Jack works from the Conshohocken, PA office.
How long has Jack been a financial advisor?
Jack has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Jack hold?
Series 66. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jack 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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