James Scott Widman

Current Employers

Employment History

• 12/2013 → 05/2025
  Wells Fargo Advisors Financial Network, Llc
  Overland Park, KS
• 05/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Jefferson City, MO

Previous Registrations

• 2008-01-01 → 2013-12-06
  Wells Fargo Clearing Services, Llc
  Overland Park, KS
  Overland Park, KS
• 1997-12-16 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Overland Park, KS
  St. Louis, MO
  Overland Park, KS

Other Businesses

RIVERSIDE DUCK CLUB INC.; NOT INV RELATED; ROCKVILLE, MO; 7.70% OWNERSHIP; RECREATIONAL DUCK HUNTING CLUB; START 3/30/2000; 3 HRS PER MONTH; 0 HRS DURING TRADING; DISCUSS ANNUAL DUES, BUDGET, COMMITTEE RESPONSIBILITIES (PLANTING OR BRUSHING BLINDS). W3 HOLDINGS LLC; INV RELATED; PARKVILLE, MO; 50% OWNERSHIP; START 1/1/2019; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER.; 3 OAKS BARN LLC; NOT INV RELATED; DESOTO, KS; 100% OWNERSHIP WITH SPOUSE; START 5/1/2019; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; INVESTOR AND OWNER. WHITE OAK FINANCIAL ADVISORS LLC, INV RELATED, OVERLAND PARK, KS, 100 % OWNERSHIP, START 05/012025, 1 HRS PER MONTH, 1 HRS DURING TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-04-13
• S63 Uniform Securities Agent State Law Examination
  1989-05-19