Best Investors Account Sign in
Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-12-12
  • GA RA
    APPROVED
    Since 2025-12-12

Branch Locations

189 W Pike Street Nw [Satellite], Lawrenceville, GA 30046 • United States

826 Bank St Ne, Decatur, AL 35601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Grayson GA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Grayson GA 11/2016 12/2025
Wells Fargo Advisors Financial Network, Llc Duluth GA 12/2025 Present
Previous Registrations
  • 2007-11-28 → 2025-12-11
    Lilburn, GA
    Atlanta, GA
    Atlanta, GA
    Grayson, GA
    Lilburn, GA
    Grayson, GA
    Conyers, GA
    Conyers, GA
    Atlanta, GA
    Atlanta, GA
    Savannah, GA
    Atlanta, GA
    Snellville, GA
    Snellville, GA
    Atlanta, GA
    Duluth, GA
    Macon, GA
  • 2007-09-18 → 2007-11-13
    Truist Investment Services, Inc.
    Atlanta, GA
  • 2002-07-08 → 2007-08-24
    Conyers, GA
Other Businesses

INACTIVE REAL ESTATE LICENSE, NOT INV RELATED, STATE OF GEORGIA, START 2/1/2007, ZERO HOURS PER MONTH, ZERO DURING TRADING. | STONECREST HOA; INV RELATED; BUFORD, GA; DESIGN REVIEW BOARD COMMITTEE MEMBER; 04/2025; 1 HOUR PER MONTH; 0 DURING TRADING; MAINTAIN, ENHANCE, AND PRESERVE HOMES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-26
S63 Uniform Securities Agent State Law Examination 1997-09-25
  • S65 Uniform Investment Adviser Law Examination
    1999-08-26
  • S63 Uniform Securities Agent State Law Examination
    1997-09-25
Designations
Other Names
  • Jamie Bortak
  • James R Bortak

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lawrenceville, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor