James
Mclendon

Wells Fargo Clearing Services, LLC

CRD#2450415
Investment Advisor
in Atlanta, GA
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About this Advisor

James Mclendon is a certified financial planner based out of Atlanta, Georgia, who has been in the industry for 15 years. Mclendon is an employee of Wells Fargo Clearing Services, LLC. The advisor has gained experience at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Mclendon has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Georgia. Wells Fargo Clearing Services, LLC is a firm that has its headquarters in Atlanta, Georgia. The firm has offices in 6,557 locations and a total of 26,409 employees. It manages $473 billion in total assets across its 1,432,715 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 6,248 charitable organizations. Of its 1,432,715 client accounts, 39% are held by high-net-worth investors who have more than $1 million in assets. The firm offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees largely depend on the type of services. However, fees charged by Wells Fargo Clearing Services, LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

950 E Paces Ferry Rd Ne Stes 1200 and 1400
Atlanta, GA 30326

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

GA Average: $11,469,110,461
Total Number of Employees

26,352

GA Average: 458
Total Number of Accounts

1,434,106

GA Average: 33,415
Average Account Size

$302,067

GA Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

James Mclendon Work History

James has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities, LLC

Disclosures

James Mclendon has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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