James Wells is a registered investment advisor at Morgan Stanley, based in Memphis, TN, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
6410 Poplar Avenue, Suite 600, Memphis, TN, 38119
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James serves as a trustee for his aunt's trust, dedicating minimal time each month. He also receives royalty payments for mineral rights, requiring no time commitment.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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