Jeffrey James

Responsabile della Conformità presso Reuter James Wealth Management LLC

Finance

Consumer Services

Relazioni attive

Nome	Sesso	Età	Società collegate	Collaborazione
Craig Ray Swann	M	-	Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.	8 anni
Andy Smith	M	-	Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.	15 anni
Mitchell Ross Pindus	M	-	Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.	14 anni
Stephanie Ackler	F	-	Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.	8 anni
Joseph Folliard Perdue	M	-	Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.	15 anni
Charles John McAfee	M	-	Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.	15 anni
Lincoln Blaine Yersin	M	-	Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.	13 anni
Howard Lorch	M	-	Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.	15 anni
Mark Edward Robbins	M	-	Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.	15 anni
Ross Allen Stein	M	-	Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.	15 anni
Nathan Douglas Golz	M	-	Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.	14 anni

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Relazioni precedenti

Nome	Sesso	Età	Società collegate	Collaborazione
Mary Mack	F	61	Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.	-
Robert Louis Moore	M	-	University of Oklahoma	4 anni
Jim Hays	M	-	Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.	17 anni
Hersh Cohen	M	84	Smith Barney Asset Management	4 anni
Kevin Caliendo	M	-	Smith Barney Asset Management	2 anni
Elaine Mardis	M	61	University of Oklahoma	8 anni
Bob Kamandanu	M	65	University of Oklahoma	5 anni
J. Michael Sherrod	M	69	University of Oklahoma	7 anni
Kent Vance Bailey	M	-	Smith Barney Asset Management	2 anni
Robert S. Mareburger	M	57	University of Oklahoma	6 anni
Danny Ludeman	M	67	Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.	4 anni
Jennifer Billitteri Holmes	F	-	Smith Barney Asset Management	2 anni
John Thomas DiPasquale	M	58	Smith Barney Asset Management	5 anni
Edward T. Whalen	M	-	University of Oklahoma	6 anni
David Rex	M	-	University of Oklahoma	7 anni
Peter J. Deakos	M	-	Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.	7 anni
James Paquette	M	-	Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.	8 anni
Thomas Jones	M	74	Smith Barney Asset Management	-
Jerry B. Farley	M	78	University of Oklahoma	14 anni
Jay Scott Welker	M	-	Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.	3 anni
David Kowach	M	-	Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.	10 anni
Christopher Thomas	M	-	Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.	12 anni
Jon Michael Burnham	M	-	Smith Barney Asset Management	-
Paula Johnson	F	60	University of Oklahoma	7 anni
Peter Jason Hable	M	66	Smith Barney Asset Management	4 anni
Steven Kobos	M	59	University of Oklahoma	4 anni
Louis Crasto	M	56	Smith Barney Asset Management	3 anni
Lyndon Taylor	M	65	University of Oklahoma	3 anni
Haran Narulla	M	-	Smith Barney Asset Management	-
Byron Burr Millsap	M	-	University of Oklahoma	2 anni
Marran Ogilvie	F	55	University of Oklahoma	4 anni
Chris Paldino	M	48	Smith Barney Asset Management	-
Ellen McKay	F	-	Smith Barney Asset Management	-
Katherine S. Kim	F	-	Smith Barney Asset Management	4 anni
Greg Dunn	M	-	Smith Barney Asset Management	-
Todd Mavis	M	63	University of Oklahoma	4 anni
Viktor Vladimirovich Livanov	M	80	University of Oklahoma	2 anni
John H. Holcomb	M	-	University of Oklahoma	4 anni
Arvind Rajan	M	-	Smith Barney Asset Management	3 anni
Wayne C. Chang	M	63	University of Oklahoma	4 anni
Margaret R. Randazzo	F	55	University of Oklahoma	4 anni
Michael Thomas Dieschbourg	M	-	Smith Barney Asset Management	6 anni
John Doughtie	M	-	University of Oklahoma	4 anni
J. Parker Roy	M	-	Smith Barney Asset Management	9 anni
Douglas Landman Wolfe	M	-	Smith Barney Asset Management	11 anni
Blake William Tennant	M	-	Smith Barney Asset Management	7 anni
Barry Penney	M	-	University of Oklahoma	4 anni
Craig Allen Love	M	-	University of Oklahoma	3 anni
Kyle Bradford	M	-	Smith Barney Asset Management	-
Matthew Dveirin	M	-	Smith Barney Asset Management	4 anni
Michael Manning Sargent	M	62	Smith Barney Asset Management	12 anni
John Rowley	M	-	Smith Barney Asset Management	-
James J. Okamura	M	-	Smith Barney Asset Management	2 anni
Brian Nelson	M	59	Smith Barney Asset Management	-
Mark Swartzberg	M	57	Smith Barney Asset Management	-
Francis L. Mustaro	M	-	Smith Barney Asset Management	2 anni
Le Yi Gao	M	-	Smith Barney Asset Management	1 anni
Peter Edward Grassi	M	-	Smith Barney Asset Management	16 anni
Kirstin Mobyed	F	-	Smith Barney Asset Management	2 anni
Georgios N. Bourtzos	M	-	Smith Barney Asset Management	10 anni
Peter Coffey	M	-	Smith Barney Asset Management	2 anni
Kevin Strauss	M	-	Smith Barney Asset Management	7 anni
Michael Hildebrandt	M	-	Smith Barney Asset Management	-
Bruce L. Koepfgen	M	70	Smith Barney Asset Management	22 anni
Mark James McAllister	M	-	Smith Barney Asset Management	4 anni
John F. Otto	M	-	Smith Barney Asset Management	-
Maureen A. Hendricks	F	72	Smith Barney Asset Management	6 anni
Christopher Patrick Chambers	M	57	University of Oklahoma	4 anni
Roger Lavan	M	-	Smith Barney Asset Management	2 anni
Sara M. Dillon	F	-	Smith Barney Asset Management	-
Paul D. Maxwell	M	-	Smith Barney Asset Management	2 anni
Esther Y. Kwon	F	-	Smith Barney Asset Management	-
George Graham	M	-	Smith Barney Asset Management	17 anni
Stuart D. Brown	M	-	Smith Barney Asset Management	20 anni
Paul K. O'Donoghue	M	64	University of Oklahoma	4 anni
Steven List	M	-	University of Oklahoma	4 anni
Alan Armstrong	M	61	University of Oklahoma	4 anni
Trevor L. Huffard	M	-	Smith Barney Asset Management	15 anni
Guy S. Brossy	M	-	Smith Barney Asset Management	14 anni
Emma W. Hill	F	-	Smith Barney Asset Management	1 anni
Scott Dynan	M	-	Smith Barney Asset Management	2 anni
Richard Chow	M	-	Smith Barney Asset Management	-
David G. Rauch	M	-	Smith Barney Asset Management	-
Won Choi	M	-	Smith Barney Asset Management	4 anni
Bill Schultheis	M	64	Smith Barney Asset Management	13 anni
Michael Sedoy	M	49	Smith Barney Asset Management	2 anni
Ken Johnson	M	-	Smith Barney Asset Management	2 anni
Bayley Seton Davis	M	-	Smith Barney Asset Management	2 anni
Jimmy Neo Neo	M	59	University of Oklahoma	4 anni

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