James
Wells
Morgan Stanley
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About this Advisor
James Wells is a financial advisor based in Memphis, Tennessee, working with Morgan Stanley. James has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney LLC, and Morgan Stanley Private Bank, N.A. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee and Texas. Currently, James is part of Morgan Stanley, which operates out of Memphis, Tennessee. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
James Wells Work History
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of James Wells to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Kansas City, MO
New York, NY
San Diego, CA
Boston, MA
Wellesley Hills, MA
Kingsport, TN
Woodland Hills, CA
Oneonta, NY
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