James Kluttz is a registered investment advisor at Wells Fargo Advisors, based in Winston Salem, NC, with 48 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
380 Knollwood St., Suite 340, Winston Salem, NC, 27103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James has a 50% ownership in 329 Partners, LLC, farmland, since 2004 and a 33.33% ownership in 706 Mountain Springs Rd, LLC, a vacation home, since 2018. He is also a director of Accusport, Inc.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Union Capital Markets CORP.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Salem Securities, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations26 states
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