Merrill
45yrs
Top advisor by experience in Jupiter
3yrs
Max Bashford
Financial advisor at Wells Fargo Advisors
Max Bashford is a fiduciary financial advisor in Jupiter, Florida, with 3 years in the industry. Max joined Wells Fargo Advisors in 2026, 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 262 advisors with offices in Jupiter, and one of 231 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office1044 N US Highway 1 Suite 101, Jupiter, FL 33477
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.
Career
- Apr 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Max
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Max. 1044 N US Highway 1 Suite 101Jupiter, FL 33477Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Max
Tailored to Max’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Max
How do I contact Max?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Max Bashford. Max works from the Jupiter, FL office.
How long has Max been a financial advisor?
Max has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Max hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Max a fiduciary?
Max is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Max paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Max 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.
Other advisors nearby
Sykon Capital
44yrs
Top advisor by experience at Sykon Capital
Primerica Advisors
44yrs
Top 1% by experience in Jupiter
Merrill
43yrs
Top 1% by experience in Florida
Equitable Advisors
43yrs
Top 1% by experience at Equitable Advisors
Morgan Stanley
43yrs
Top 2% by experience in Jupiter