JH
CFP
JH
CFP

James Hare

33 Years of Experience
Denver, CO
Broker

James Hare is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Denver, CO, with 33 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

1700 Lincoln St 10th & 11th Fls, Denver, CO, 80203

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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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Employment History
Current Registrations
Wells Fargo Advisors
May 2001 - Present · 25 yrs 5 mos
Wells Fargo Clearing Services, LLC
April 2001 - Present · 25 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
April 2001 - Present · 25 yrs 6 mos
Previous Registrations
Prudential Securities IncorporatedBroker
April 1994 - April 2001 · 7 yrs
Chatfield Dean & CO., INC.Broker
July 1993 - March 1994 · 8 mos
State Registrations32 states
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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.
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