Jeffrey James

Compliance Officer at Reuter James Wealth Management LLC

Finance

Consumer Services

Active connections

Name	Gender	Age	Linked companies	Collaboration
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 years
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 years
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 years
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 years
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 years
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 years
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 years
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 years
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 years
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 years
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 years

Connections Chart

Multi-company connection

Former connections

Name	Gender	Age	Linked companies	Collaboration
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 years
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 years
Hersh Cohen	M	84	Smith Barney Asset Management	4 years
Kevin Caliendo	M	-	Smith Barney Asset Management	2 years
Elaine Mardis	M	61	University of Oklahoma	8 years
Bob Kamandanu	M	65	University of Oklahoma	5 years
J. Michael Sherrod	M	69	University of Oklahoma	7 years
Kent Vance Bailey	M	-	Smith Barney Asset Management	2 years
Robert S. Mareburger	M	57	University of Oklahoma	6 years
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 years
Jennifer Billitteri Holmes	F	-	Smith Barney Asset Management	2 years
John Thomas DiPasquale	M	58	Smith Barney Asset Management	5 years
Edward T. Whalen	M	-	University of Oklahoma	6 years
David Rex	M	-	University of Oklahoma	7 years
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 years
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 years
Thomas Jones	M	74	Smith Barney Asset Management	-
Jerry B. Farley	M	78	University of Oklahoma	14 years
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 years
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 years
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 years
Jon Michael Burnham	M	-	Smith Barney Asset Management	-
Paula Johnson	F	60	University of Oklahoma	7 years
Peter Jason Hable	M	66	Smith Barney Asset Management	4 years
Steven Kobos	M	59	University of Oklahoma	4 years
Louis Crasto	M	56	Smith Barney Asset Management	3 years
Lyndon Taylor	M	65	University of Oklahoma	3 years
Haran Narulla	M	-	Smith Barney Asset Management	-
Byron Burr Millsap	M	-	University of Oklahoma	2 years
Marran Ogilvie	F	55	University of Oklahoma	4 years
Chris Paldino	M	48	Smith Barney Asset Management	-
Ellen McKay	F	-	Smith Barney Asset Management	-
Katherine S. Kim	F	-	Smith Barney Asset Management	4 years
Greg Dunn	M	-	Smith Barney Asset Management	-
Todd Mavis	M	63	University of Oklahoma	4 years
Viktor Vladimirovich Livanov	M	80	University of Oklahoma	2 years
John H. Holcomb	M	-	University of Oklahoma	4 years
Arvind Rajan	M	-	Smith Barney Asset Management	3 years
Wayne C. Chang	M	63	University of Oklahoma	4 years
Margaret R. Randazzo	F	55	University of Oklahoma	4 years
Michael Thomas Dieschbourg	M	-	Smith Barney Asset Management	6 years
John Doughtie	M	-	University of Oklahoma	4 years
J. Parker Roy	M	-	Smith Barney Asset Management	9 years
Douglas Landman Wolfe	M	-	Smith Barney Asset Management	11 years
Blake William Tennant	M	-	Smith Barney Asset Management	7 years
Barry Penney	M	-	University of Oklahoma	4 years
Craig Allen Love	M	-	University of Oklahoma	3 years
Kyle Bradford	M	-	Smith Barney Asset Management	-
Matthew Dveirin	M	-	Smith Barney Asset Management	4 years
Michael Manning Sargent	M	62	Smith Barney Asset Management	12 years
John Rowley	M	-	Smith Barney Asset Management	-
James J. Okamura	M	-	Smith Barney Asset Management	2 years
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 years
Le Yi Gao	M	-	Smith Barney Asset Management	1 years
Peter Edward Grassi	M	-	Smith Barney Asset Management	16 years
Kirstin Mobyed	F	-	Smith Barney Asset Management	2 years
Georgios N. Bourtzos	M	-	Smith Barney Asset Management	10 years
Peter Coffey	M	-	Smith Barney Asset Management	2 years
Kevin Strauss	M	-	Smith Barney Asset Management	7 years
Michael Hildebrandt	M	-	Smith Barney Asset Management	-
Bruce L. Koepfgen	M	70	Smith Barney Asset Management	22 years
Mark James McAllister	M	-	Smith Barney Asset Management	4 years
John F. Otto	M	-	Smith Barney Asset Management	-
Maureen A. Hendricks	F	72	Smith Barney Asset Management	6 years
Christopher Patrick Chambers	M	57	University of Oklahoma	4 years
Roger Lavan	M	-	Smith Barney Asset Management	2 years
Sara M. Dillon	F	-	Smith Barney Asset Management	-
Paul D. Maxwell	M	-	Smith Barney Asset Management	2 years
Esther Y. Kwon	F	-	Smith Barney Asset Management	-
George Graham	M	-	Smith Barney Asset Management	17 years
Stuart D. Brown	M	-	Smith Barney Asset Management	20 years
Paul K. O'Donoghue	M	64	University of Oklahoma	4 years
Steven List	M	-	University of Oklahoma	4 years
Alan Armstrong	M	61	University of Oklahoma	4 years
Trevor L. Huffard	M	-	Smith Barney Asset Management	15 years
Guy S. Brossy	M	-	Smith Barney Asset Management	14 years
Emma W. Hill	F	-	Smith Barney Asset Management	1 years
Scott Dynan	M	-	Smith Barney Asset Management	2 years
Richard Chow	M	-	Smith Barney Asset Management	-
David G. Rauch	M	-	Smith Barney Asset Management	-
Won Choi	M	-	Smith Barney Asset Management	4 years
Bill Schultheis	M	64	Smith Barney Asset Management	13 years
Michael Sedoy	M	49	Smith Barney Asset Management	2 years
Ken Johnson	M	-	Smith Barney Asset Management	2 years
Bayley Seton Davis	M	-	Smith Barney Asset Management	2 years
Jimmy Neo Neo	M	59	University of Oklahoma	4 years

Statistics

Country	Connections	% of total
United States	100	100.00%

Age of Connections

Active

Past

Male

Female

Members of the board

Executives

Origin of connections