JB
CFP
JB
CFP

James Butler

20 Years of Experience
El Paso, TX
Broker

James Butler is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in El Paso, TX, with 20 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4184 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

124 W Castellano, Ste 202, El Paso, TX, 79912

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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 ownership stakes in James Scott Butler LLC and High Ridge Wealth Management, LLC, spending a few hours per week and about 10-20% of his time, respectively. He also serves as President of the Diocese of El Paso School Board and Treasurer for the Catholic Education Growth Fund of Texas, dedicating minimal time to each.

Employment History
Current Registrations
Wells Fargo Advisors
April 2021 - Present · 5 yrs 6 mos
Wells Fargo Advisors Financial Network, LLC
April 2021 - Present · 5 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - April 2021 · 13 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - April 2021 · 13 yrs 3 mos
A. G. Edwards & Sons, INC.
July 2006 - January 2008 · 1 yr 6 mos
A. G. Edwards & Sons, INC.Broker
July 2006 - January 2008 · 1 yr 6 mos
State Registrations25 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.
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