James Nash
Advisor at Wells Fargo Clearing
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wells Fargo Clearing
Location
Norfolk, VA 23510
Credentials
Series 63
Industry experience
38 years
About
James Nash is a financial advisor with Wells Fargo Clearing in Norfolk, VA, holding a Series 63 designation and 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as co-trustee for his parents and holds power of attorney responsibilities related to family investment matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
Client services
Based on Wells Fargo Clearing
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Investment consulting services to institutional clients
Investment consulting services to institutional clients
Fee options
One-time or ongoing flat fees ranging from $500 to $100,000 depending on plan size and services
$0 - $1,000,000: 0.1% (10 basis points) to 1.0% (100 basis points) annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually
Commission-based services reported in SEC Form ADV Part 1 but not detailed in this brochure for advisory services
Minimum fee: Minimum fees ranging from $500 to $5,000 depending on plan size Fee-only: Fees paid as a percentage of assets or flat fees; no commissions for advisory services
Location
999 Waterside Dr Ste 1800, Dominion Tower
Norfolk, VA 23510
Most active in
James N has reported serving >5 clients in these states in the last 12 months.
Texas · Virginia
Work history
Wells Fargo Clearing
2016 - Present (10 years)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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