Wells Fargo Clearing Services, LLC
About this Advisor
James Edelen is an investment advisor based in Saint Louis, Missouri. Currently a registered financial advisor with Wells Fargo Clearing Services, LLC, Edelen has 10 years of professional experience in the financial advisory industry. Edelen maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Edelen is registered to serve clients in Missouri. During their career, Edelen has held roles at Wells Fargo Advisors, LLC, Weiss Toyota Scion and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Saint Louis, Missouri, and has 6,239 offices throughout the nation. In total, Wells Fargo Clearing Services, LLC oversees $511 billion in assets covering 1,430,874 accounts and retains more than 25,711 people. The firm's total assets under management places it among the largest firms in the country. The firm manages 1,080,075 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 41% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Wells Fargo Clearing Services, LLC can offer 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Wells Fargo Clearing Services, LLC Brokerage Details
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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
James Edelen Work History
James has 10 years of experience.
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Weiss Toyota Scion
James Edelen has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Wells Fargo Clearing Services, LLC
New York, NY
Saint Louis, MO
The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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