James Wells (CRD# 1534949) is an Investment Advisor Representative working at Wells Investments, Inc. in Winter Haven, FL and has over 35 years of experience in the finance industry.
CRD# 5383309
Truist Advisory Services, Inc.
CRD# 2800204
Lpl Financial LLC
CRD# 5963139
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valor Financial Securities LLC | Winter Haven, FL | May 2009 - Current | 14 |
| Wells Global Investment Advisers LLC | Winter Haven, FL | Mar 2009 - Current | 15 |
| Wells Investments, Inc. | Winter Haven, FL | Oct 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1988 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2003 |
- FL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- 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
FL
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