JM
JM

James Mayer

29 Years of Experience
Painesville, OH
2 DisclosuresBroker

James Mayer is a registered investment advisor at Wells Fargo Advisors, based in Painesville, OH, with 29 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

7555 Fredle Drive Ste #102, [Office of Convenience], Painesville, OH, 44077

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History

Regulatory History (2)
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
December 2002
Award / Judgment
Customer Dispute
July 2000
Settled
Other Business Activities

James has 51% ownership in Maydon LLC and several rental properties located in Concord, Euclid, Clymer, and Ashtabula. These activities are investment-related and take about 10-20% of his time.

Employment History
Current Registrations
Wells Fargo Advisors
April 2025 - Present · 1 yr 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Wells Fargo Advisors
January 2008 - April 2025 · 17 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - April 2025 · 17 yrs 3 mos
A. G. Edwards & Sons, INC.
September 2002 - January 2008 · 5 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
March 2000 - January 2008 · 7 yrs 10 mos
J.C. Bradford & CO.Broker
December 1999 - April 2000 · 4 mos
Natcity Insurance Services, INC.Broker
August 1999 - November 1999 · 3 mos
Liberty Securities CorporationBroker
August 1998 - September 1999 · 1 yr 1 mo
Independent Financial Securities, INC.Broker
July 1997 - August 1998 · 1 yr 1 mo
Natcity Investments, INC.Broker
July 1997 - November 1999 · 2 yrs 4 mos
J.C. Bradford & CO.Broker
October 1996 - July 1997 · 9 mos
State Registrations34 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.