James MorehouseCRD Number: 6175801
Current Firm: Wells Fargo Advisors, LLC
James Morehouse (CRD# 6175801) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Santa Clara, CA and has over 3 years of experience in the finance industry.
Altos Investments, Inc.
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Wells Fargo Advisors, LLC||San Jose, CA||Mar 2013 - Current||4|
|Fox Head Inc.||Morgan Hill, CA||Jul 2007 - Mar 2013||5|
|Chico State University||Chico, CA||Aug 2002 - Jul 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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, 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