JF
Josiah W. Fornelli
WELLINGTON INVESTMENT ADVISORS
Bloomington, IN 47408
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CRD#: 7982331
JF
Professional summary
Josiah Warren Fornelli is a registered financial advisor currently at WELLINGTON INVESTMENT ADVISORS located in Bloomington, Indiana.
Josiah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Josiah has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Josiah Warren Fornelli's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 19, 2025 - Present
WELLINGTON INVESTMENT ADVISORS
Office #1: 121 E. 6th Street Suite 2, Bloomington, IN 47408RIA
CRD#: 283853
Bloomington, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WI
WELLINGTON INVESTMENT ADVISORS
BULLOCK WEALTH MANAGEMENT GROUP INC. | WELLINGTON INVESTMENT ADVISORS
CRD#: 283853 / SEC#: 801-121578
RIA
Registered Investment Advisory firm - (6/23/2021 Approved)Florida
Registered Investment Advisory firm - (6/25/2021 Terminated)Indiana
Registered Investment Advisory firm - (6/29/2021 Terminated)Michigan
Registered Investment Advisory firm - (6/25/2021 Terminated)South Carolina
Registered Investment Advisory firm - (6/25/2021 Terminated)Tennessee
Registered Investment Advisory firm - (6/25/2021 Terminated)Texas
Registered Investment Advisory firm - (6/25/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(8/19/2025)
Current Firm
WI
WELLINGTON INVESTMENT ADVISORS
BULLOCK WEALTH MANAGEMENT GROUP INC. | WELLINGTON INVESTMENT ADVISORS
CRD#: 283853 / SEC#: 801-121578
RIA
Registered Investment Advisory firm - (6/23/2021 Approved)Florida
Registered Investment Advisory firm - (6/25/2021 Terminated)Indiana
Registered Investment Advisory firm - (6/29/2021 Terminated)Michigan
Registered Investment Advisory firm - (6/25/2021 Terminated)South Carolina
Registered Investment Advisory firm - (6/25/2021 Terminated)Tennessee
Registered Investment Advisory firm - (6/25/2021 Terminated)Texas
Registered Investment Advisory firm - (6/25/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
121 E. 6th Street Suite 2, Bloomington, IN 47408
Mailing Address
Phone number
(812) 333-0874
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 984 |
| AUM (Assets Under Management) | $ 233,429,000 |
Red Flags
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Company Information
WELLINGTON INVESTMENT ADVISORS
CRD#: 283853Bloomington, IN 47408TRUST BUT VERIFY
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