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James Patrick Wells

WELLS GLOBAL INVESTMENT ADVISERS LLC·WINTER HAVEN, Florida
Series 27Series 24Series 99Series 7Series 65Series 63SIELicensed in 8 states
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521 WEST CENTRAL AVENUE, WINTER HAVEN, FL 33880CRD# 1534949Firm CRD# 150139
01

About

James Patrick Wells is a registered financial advisor based in WINTER HAVEN, Florida, affiliated with WELLS GLOBAL INVESTMENT ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WELLS GLOBAL INVESTMENT ADVISERS LLC
WELLS GLOBAL INVESTMENT ADVISERS LLC
AUM
$91M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WELLS GLOBAL INVESTMENT ADVISERS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1534949
Firm CRD# 150139
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Patrick Wells offer?
James Patrick Wells specializes in Financial Planning, Investment Management. Contact their office in WINTER HAVEN, Florida for a consultation.
What are James Patrick Wells's credentials?
James Patrick Wells is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Patrick Wells located?
James Patrick Wells is based in WINTER HAVEN, Florida, working with WELLS GLOBAL INVESTMENT ADVISERS LLC. Their office serves clients in the WINTER HAVEN metropolitan area and surrounding communities.
How does James Patrick Wells charge for services?
James Patrick Wells's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WELLS GLOBAL INVESTMENT ADVISERS LLC?
WELLS GLOBAL INVESTMENT ADVISERS LLC has approximately 3 employees and manages $91M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Brian Stanley Pearce — BRIAN S. PEARCE, INC.Tisa Marlene Knox — BRIAN S. PEARCE, INC.Donnie Eugene Ingram — INGRAM ADVISORY SERVICES, LLCMichael Glenn Seymour — INGRAM ADVISORY SERVICES, LLCClinton Williams — WELLS GLOBAL INVESTMENT ADVISERS LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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