James Wedell, financial advisor Farmington Hills MI
96 score

James Wedell

CRD Number: 1039800
Current Firm: Gwn Securities Inc.

James Wedell (CRD# 1039800) is an Investment Advisor Representative working at Gwn Securities Inc. in Farmington Hills, MI and has over 35 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Gwn Securities Inc. Palm Beach Gardens, FL Dec 2010 - Current 7
Self-employed Farmington Hills, MI Jan 1998 - Current 20
Securities America, Inc. Berkley, MI Jan 2009 - Dec 2010 1
Securities America Advisors, Inc. Berkley, MI Jan 2009 - Dec 2010 1
Brecek & Young Advisors, Inc. Folsom, CA Mar 2001 - Jan 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1982
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for James D. Wedell
Phone Number: 561-472-2700
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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