JR
CFP
JR
CFP

James Ramey

26 Years of Experience
Marietta, GA
1 DisclosureBroker

James Ramey is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Marietta, GA, with 26 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.

Loading...

Location

123 Church St Ne, Ste 125, Marietta, GA, 30060

Get directions

History

Regulatory History (1)
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
March 2010
Closed-No Action
Other Business Activities

James co-owns Ramey Properties LLC, a rental property in Cedar Bluff, AL, and spends minimal time on it. He also owns Ramey Wealth Management LLC, dedicating full-time hours to the financial practice.

Employment History
Current Registrations
Wells Fargo Advisors
July 2012 - Present · 13 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - July 2012 · 4 yrs 6 mos
Wells Fargo Advisors, LLCBroker
January 2008 - July 2012 · 4 yrs 6 mos
A. G. Edwards & Sons, INC.
June 2003 - January 2008 · 4 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
March 2000 - January 2008 · 7 yrs 10 mos
State Registrations25 states
ALARCACODCFLGAIDINLAMDMNMOMSNCNJNVNYPASCTNTXVAWAWY
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 Ramey - Financial Advisor | TrueAdvisor