James WildmanCRD Number: 3023285
Current Firm: Raymond James & Associates, Inc.
James Wildman (CRD# 3023285) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Denver, CO and has over 23 years of experience in the finance industry.
Meridian Wealth Management LLC
Thrivent Advisor Network, LLC
|Raymond James & Associates||Denver, CO||Jun 2018 - Current||4|
|Wells Fargo Clearing Services, LLC||Highlands Ranch, CO||Nov 2016 - Jun 2018||1|
|Wells Fargo Advisors LLC||Highlands Ranch, CO||Jan 2011 - Nov 2016||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 1999|
Total Assets Under Management331,150MILLIONS
Total Number of Accounts869,177ACCOUNTS
Average Account Value$380,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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