JB
CFP
JB
CFP
James Buckalew
27 Years of Experience
Chesterfield, MO
1 DisclosureBroker
James Buckalew is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Chesterfield, MO, with 27 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
16052 Swingley Ridge Rd Suite 210, 2nd Fl, Chesterfield, MO, 63017
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2018Denied
Other Business Activities
James has 100% ownership of Buckalew Wealth Management, LLC since August 2025. This consumes a full-time commitment.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2025 - Present · 9 mos
Wells Fargo Advisors
August 2025 - Present · 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
December 2015 - August 2025 · 9 yrs 8 mos
Wells Fargo Advisors
December 2015 - August 2025 · 9 yrs 8 mos
U.S. Bancorp Investments, INC.
April 2006 - December 2015 · 9 yrs 8 mos
U.S. Bancorp Investments, INC.Broker
February 2006 - December 2015 · 9 yrs 10 mos
AXA Advisors, LLCBroker
June 2005 - February 2006 · 8 mos
Mony Securities CorporationBroker
July 1998 - June 2005 · 6 yrs 11 mos
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.