Jason James, financial advisor Newberry SC
93 score

Jason James

CRD Number: 5330648
Current Firm: Wells Fargo Advisors, LLC

Jason James (CRD# 5330648) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Newberry, SC and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Newberry, SC May 2009 - Current 7
Wachovia Bank, N.a. Columbia, SC Apr 2007 - Current 9
Wachovia Securites, LLC Columbia, SC Jun 2007 - May 2009 1
Unemployed Columbia, SC Mar 2007 - Apr 2007 < 1
Branch Banking & Trust Columbia, SC Sep 1997 - Mar 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Sep 2007
Contact Info for Jason M. James
Phone Number: 314-875-3000
Registered State(s):
  • SC
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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