James Wildman, financial advisor Littleton CO
93 score

James Wildman

CRD Number: 3023285
Current Firm: Wells Fargo Advisors, LLC

James Wildman (CRD# 3023285) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Littleton, CO and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Highlands Ranch, CO Jan 2011 - Current 5
Wells Fargo Investments, LLC Lakewood, CO Dec 2000 - Jan 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for James R. Wildman
Phone Number: 314-875-3000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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