Darrell James

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2021 → 12/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Marietta, GA
• 03/2020 → 05/2021
  Bank Of America
  Kennesaw, GA
• 10/2019 → 03/2020
  Cobb County School District
  Marietta, GA
• 06/2019 → 07/2019
  Jp Morgan Chase
  Alpharetta, GA
• 02/2018 → 11/2019
  Destiny Metropolitian Worship Church (Dissolved)
  Atlanta, GA
• 03/2018 → 01/2019
  Capstone Financial
  Atlanta, GA
• 05/2015 → 03/2018
  Lauren Edwards Real Estate And Appriasals
  Smyrna, GA
• 12/2019 → 01/2020
  Dollar Tree
  Marietta, GA
• 12/2024 → Present
  Wells Fargo Clearing Services, Llc
  Cumming, GA

Previous Registrations

• 2021-10-08 → 2024-12-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Marietta, GA
  Duluth, GA
  Canton, GA

Other Businesses

Uber Eats; Not Investment related; San Francisco, CA; Deliver food/Drive people; Driver; start date 12/20/2024; 3 hours per month; No time during trading hours; Duties: deliver food on a part-time basis after work and on week

Exams

• S66 Uniform Combined State Law Examination
  2021-10-04