James Jolley is a registered investment advisor at Wells Fargo Advisors, based in Cottonwood Heights, UT, with 9 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6985 S Union Park Ctr, Ste 170, Cottonwood Heights, UT, 84047
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James has 100% ownership of Big Eyed Fish LLC since 2022, which is investment related. He spends about a quarter of his time on this, including 8 hours during trading hours, for Finet Practice.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations14 states
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