Jamie Ince Santikham, financial advisor Stockton CA
81 score

Jamie Ince Santikham

CRD Number: 4432588
Current Firm: Wells Fargo Advisors, LLC

Jamie Ince Santikham (CRD# 4432588) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Stockton, CA and has over 15 years of experience in the finance industry.

Similar Advisors
Nicole Seghetti, financial advisor Stockton CA
Nicole Seghetti
CRD# 4782867
Luminary Financial Planning
Score
100
Similar Advisors
Conrad Aarseth, financial advisor Stockton CA
Conrad M. Aarseth
CRD# 5156625
Dynamic Wealth Strategies, LLC
Score
96
Similar Advisors
Abe Askil, financial advisor Stockton CA
Abe Askil
CRD# 2244499
Titan Capital Management, LLC
Score
96
Company Name Location Dates Years
Wells Fargo Advisors LLC Stockton, CA Jan 2011 - Current 5
Wells Fargo Investments, LLC Stockton, CA Jun 2010 - Jan 2011 < 1
Bancwest Investment Services, Inc. St. Cloud, MN Dec 2002 - Jun 2010 7
Bank Of The West Concord, CA Dec 2002 - Jun 2010 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jamie C. Ince Santikham
Phone Number: 314-875-3000
Registered State(s):
  • CA
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

Ready to hire a financial advisor? Get competitive proposals from Jamie Ince Santikham and other advisors.
BADGES
81

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.