James Makee
James Makee is a registered investment advisor at Wells Fargo Advisors, based in Beachwood, OH, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3201 Enterprise Pkwy Suite 400, [Satellite], Beachwood, OH, 44122
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Regulatory History
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 ActivitiesSells Insurance
James owns JJJ Financial Group, LLC and Makfly LLC. He is also a board member and steering committee chairman for the Geauga County Airport Authority, and a financial advisor at Princeton Harriman Insurance Solutions, dedicating a few hours per week to each role.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Valmark Advisers, INC.
Firstmerit Wealth Management Services, INC.
Valmark Securities, INC.Broker
Firstmerit Securities, INC.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Key Investments INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations22 states
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