JE
JE

James Eagleton

11 Years of Experience
Tulsa, OK
BrokerSells Insurance

James Eagleton is a registered investment advisor at Wells Fargo Advisors, based in Tulsa, OK, with 11 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

4940 S. Columbia Ave., Tulsa, OK, 74105

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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 ActivitiesSells Insurance

James sells AFLAC supplemental insurance, earning trail commissions, and is an authorized signer for Eagleton Brown Investment Group, LLC and Finet Practice. He dedicates minimal time to these activities.

Employment History
Current Registrations
Wells Fargo Advisors
April 2015 - Present · 11 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2015 - Present · 11 yrs 4 mos
State Registrations29 states
ALARAZCACOCTFLILKSLAMDMEMIMOMSMTNCNJNMNVNYOHOKORPATXWAWIWV
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 Eagleton - Financial Advisor | TrueAdvisor