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James Royan

42 Years of Experience
Missoula, MT
1 DisclosureBroker

James Royan is a registered investment advisor at Wells Fargo Advisors, based in Missoula, MT, with 42 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.

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Location

970 Wyoming St Ste 301, Missoula, MT, 59801

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 1993
Settled
Other Business Activities

James is a co-owner of Royan Sand Creek Ranch LLC, involved in ranching and real estate, and receives royalty payments for mineral rights. He also has a 25% ownership in a company leasing mineral rights and is president of a political discussion club, dedicating a few hours per week to this role.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
December 2025 - Present · 7 mos
Wells Fargo Advisors
December 2025 - Present · 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - December 2025 · 17 yrs 11 mos
Wells Fargo Advisors
January 2008 - December 2025 · 17 yrs 11 mos
A. G. Edwards & Sons, INC.
March 2007 - January 2008 · 10 mos
A. G. Edwards & Sons, INC.Broker
January 1998 - January 2008 · 10 yrs
Wm Financial Services, INC.Broker
August 1983 - December 1997 · 14 yrs 4 mos
State Registrations15 states
AKAZCAFLHIIDMTNCNDORSDTNTXVAWA
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.
James Royan - Financial Advisor | TrueAdvisor