James Brigman, financial advisor Saint Louis MO

James Brigman

CRD Number: 6361530
Current Firm: Fidelity Personal And Workplace Advisors

James Brigman (CRD# 6361530) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Saint Louis, MO and has over 9 years of experience in the finance industry. James Brigman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fidelity Investments St. Louis, MO Feb 2020 - Current 4
Wells Fargo Clearing Services, LLC St Louis, MO Nov 2016 - Jan 2020 3
Wells Fargo Advisors St Louis, MO Jun 2014 - Nov 2016 2
Wells Fargo Springfield, IL Jan 2012 - Jun 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2014
S66 NASAA Uniform Combined State Law Examination Aug 2015
Contact Info for James Brigman
Phone Number: 617-563-7000
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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