Best Investors Account Sign in

James Thomas Wandzilak

Edward Jones

Sonoma, CA

Claim This Profile
Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-18
CA RA APPROVED 2004-06-21
  • TX RA
    APPROVED_RES
    Since 2018-12-18
  • CA RA
    APPROVED
    Since 2004-06-21

Branch Locations

10 Maple Street Suite 302, Sonoma, CA 95476 • 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 Fago Bank, N.A. Concord CA 10/1994 Present
Wells Fargo Securities Inc. Santa Rosa CA 10/1994 Present
Edward Jones St Louis MO 09/2000 Present
  • 10/1994 → Present
    Wells Fago Bank, N.A.
    Concord, CA
  • 10/1994 → Present
    Wells Fargo Securities Inc.
    Santa Rosa, CA
  • 09/2000 → Present
    Edward Jones
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-03-10
S63 Uniform Securities Agent State Law Examination 1992-06-29
  • S65 Uniform Investment Adviser Law Examination
    1998-03-10
  • S63 Uniform Securities Agent State Law Examination
    1992-06-29
Designations
Other Names
  • James Wandzilak

View on SEC IAPD

Other Firms

PRIME MERIDIAN CAPITAL MANAGEMENT, LLC
PARK, MILLER, LLC
ELEVATION WEALTH PARTNERS, LLC
KAUZER CAPITAL MANAGEMENT, LLC
NAVOLIO & TALLMAN ADVISORS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CHANDLER ASSET MANAGEMENT INC
BLUESPRING WEALTH MANAGEMENT, LLC

Other Investors

JEREMY Tyson TODD
DONALD DAVID DAVIS
Jeffrey Lee Bottom
STUART JAMES PARK
JOHN MICALLY MILLER
EROL KENAN GOKBORA
STEPHEN LEE BLOCK
RYAN KENJI KOSAKURA

Other Offices

PRIME MERIDIAN CAPITAL MANAGEMENT, LLC · WALNUT CREEK, CA
PARK, MILLER, LLC · WALNUT CREEK, CA
ELEVATION WEALTH PARTNERS, LLC · WALNUT CREEK, CA
KAUZER CAPITAL MANAGEMENT, LLC · WALNUT CREEK, CA
NAVOLIO & TALLMAN ADVISORS LLC · WALNUT CREEK, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Walnut Creek, CA
CHANDLER ASSET MANAGEMENT INC · Walnut Creek, CA
BLUESPRING WEALTH MANAGEMENT, LLC · WALNUT CREEK, , CA

More in Sonoma, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor