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James Roy Magness

Wells Fargo Clearing Services, LLC

Brunswick, GA

Savannah, GA

CRD 4964303

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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:

Current Employers
Wells Fargo Clearing Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-03-20
TX RA APPROVED 2026-03-19
  • GA RA
    APPROVED
    Since 2026-03-20
  • TX RA
    APPROVED
    Since 2026-03-19

Branch Locations

127 F St [Office Of Convenience], Brunswick, GA 31520 • United States

200 Stephenson Ave Ste 301, Savannah, GA 31405 • 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
United Community Bank Savannah GA 06/2011 02/2018
Invest Financial Corporation Tampa FL 06/2013 02/2018
Lpl Financial Llc Savannah GA 02/2018 03/2026
Wells Fargo Clearing Services, Llc. Savannah GA 03/2026 Present
Previous Registrations
  • 2020-06-11 → 2026-04-01
    Lpl Financial Llc
    Brunswick, GA
    Savannah, GA
    St Simons Island, GA
    Savannah, GA
    Waycross, GA
    Summerville, SC
    Bluffton, SC
    Brunswick, GA
    Savannah, GA
    Brunswick, GA
    Summerville, SC
    Bluffton, SC
    Midway, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-23
S63 Uniform Securities Agent State Law Examination 2005-07-26
  • S66 Uniform Combined State Law Examination
    2020-05-23
  • S63 Uniform Securities Agent State Law Examination
    2005-07-26
Other Names
  • Jamie Magness
  • James Magness

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
GWN SECURITIES INC.

Nearby Investors

DOUGLAS ARTHUR PHELPS
WILLARD A. PHILLIPS
BRANDI LYDE WHITFIELD

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Brunswick, GA
CETERA INVESTMENT ADVISERS LLC · Brunswick, GA
GWN SECURITIES INC. · BRUNSWICK, GA

More in Brunswick, GA

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