JE
JE

James Eagleton

43 Years of Experience
Tulsa, OK
Broker

James Eagleton is a registered investment advisor at Wells Fargo Advisors, based in Tulsa, OK, with 43 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

4940 S. Columbia Ave., Tulsa, OK, 74105

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

James serves as POA for his mother, has ownership in his spouse's trust, and is a co-trustee for Eagleton Brown Investment Group's 401k. He also has ownership in Eagleton Brown Investment Group and EB Columbia, LLC, and serves on the finance committee for First Presbyterian Church of Tulsa, dedicating minimal time to each activity.

Employment History
Current Registrations
Wells Fargo Advisors
June 2011 - Present · 15 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
June 2011 - Present · 15 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - June 2011 · 3 yrs 5 mos
Wells Fargo Advisors, LLCBroker
January 2008 - June 2011 · 3 yrs 5 mos
A. G. Edwards & Sons, INC.
June 1991 - January 2008 · 16 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
January 1986 - January 2008 · 22 yrs
Smith Barney, Harris Upham & CO., IncorporatedBroker
May 1982 - January 1986 · 3 yrs 8 mos
State Registrations43 states
ALARAZCACOCTDEFLGAIDILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.