JF
JF

James Fryrear

28 Years of Experience
Chesterfield, MO
Broker

James Fryrear is a registered investment advisor at Wells Fargo Advisors, based in Chesterfield, MO, with 28 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

16090 Swingley Ridge Road, Suite 610, Chesterfield, MO, 63017

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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

James has a 16.6% ownership in Magis, LLC, dedicating full-time hours to this investment-related activity. He also serves as co-trustee for his father's trust, spending minimal time per month on this investment-related role.

Employment History
Current Registrations
Wells Fargo Advisors
August 2023 - Present · 3 yrs 1 mo
Wells Fargo Advisors Financial Network, LLC
June 2023 - Present · 3 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2023 - Present · 3 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - June 2023 · 15 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
July 1997 - January 2008 · 10 yrs 6 mos
State Registrations10 states
AZCOFLGAILMAMOSCTNWV
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.
James Fryrear - Financial Advisor | TrueAdvisor