SJ
SJ

Sondra James

30 Years of Experience
St. Louis, MO
Broker

Sondra James is a registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 30 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

One North Jefferson Avenue, H0004-05C, St. Louis, MO, 63103

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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.

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Other Business Activities

Sondra owns Elite Mobile Service LLC, a mobile repair service for trucks and trailers, since 2020. This activity takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Wells Fargo Advisors
May 2024 - Present · 2 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2024 - Present · 2 yrs
Wells Fargo Advisors
July 2016 - Present · 9 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
July 1998 - Present · 27 yrs 10 mos
Wells Fargo Clearing Services, LLC
July 1998 - Present · 27 yrs 10 mos
Previous Registrations
A. G. Edwards & Sons, INC.Broker
October 2007 - January 2008 · 3 mos
Wells Fargo Advisors, LLC
January 2005 - December 2015 · 10 yrs 11 mos
Wachovia Securities, LLC
July 1998 - December 2004 · 6 yrs 5 mos
Stanford Group CompanyBroker
March 1998 - May 1998 · 2 mos
Everen Securities, INC.Broker
March 1998 - March 1998 · 0 mos
Principal Financial Securities,inc.Broker
July 1995 - March 1998 · 2 yrs 8 mos
State Registrations1 state
MO
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.
Sondra James - Financial Advisor | TrueAdvisor