James Patrick Wells

Current Employers

Employment History

• 10/1995 → Present
  Wells Investments, Inc.
  Winter Haven, FL
• 03/2009 → Present
  Wells Global Investment Advisers Llc
  Winter Haven, FL
• 05/2009 → Present
  Valor Financial Securities Llc
  Winter Haven, FL

Other Businesses

AT 521 W CENTRAL AVENUE, WINTER HAVEN, FL: 1.FIXED INSURANCE AGENT, VALOR, INVESTMENT-RELATED, 2007, 1 HOUR PER MO. +/-; SALES AGENT. 2.I WILL ENTERPISES LLC. NOT INVESTMENT RELATED. 521 W CENTRAL AVE, WINTER HAVEN, FL. IN CONJUNCTION WITH COMMERCE KINGS. PRESIDENT. 2009. ABOUT 2 HRS/QTR. OUTSIDE OF TRADING HRS. MOTIVATIONAL PRODUCTS & SERVICES. 3. TRUST PROTECTOR LLC. NOT INVESTMENT RELATED. OWNER. 2009. ABOUT 4-6 HRS/MO. PARTIALLY DURING TRADING HOURS. HELP GUIDE FAMILIES IN THE USE OF THEIR TRUSTS. 4. WINVEST, NOT INVESTMENT RELATED, REAL ESTATE HOLDING COMPANY. OWNER. 1998. 10 HOURS PER MONTH. OUTSIDE SECURITIES TRADING HOURS. 5. WELLS INVESTMENTS, INC., INVESTMENT-RELATED, ADVISORY SERVICES, MAJORITY OWNER, CEO AND INVESTMENT ADVISORY REPRESENTATIVE, 1995, 20 HRS/MO, DURING SECURITIES TRADING HOURS, PORTFOLIO MANAGEMENT. 6. WELLS GLOBAL INVESTMENT ADVISERS LLC, INVESTMENT-RELATED, ADVISORY SERVICES, OWNER, PRESIDENT AND INVESTMENT ADVISORY REPRESENTATIVE, 2009, 120 HRS/MO, MOSTLY DURING SECURITIES TRADING HOURS, PORTFOLIO MGT. 7. OUR FALLEN HEROES FOUNDATION,INC., NOT INVESTMENT-RELATED, NON PROFIT ORGANIZATION THAT HELPS THE FAMILIES OF MILITARY PERSONNEL KILLED IN THE WAR ON TERRORISM AND INJURED MILITARY PERSONNEL, PRESIDENT AND DIRECTOR, 2004, 2 HRS/QTR, MOSTLY DURING SECURITIES TRADING HOURS, OFFER ASSISTANCE TO WIDOWS, SPEAK WITH DIRECTORS. 8.COLLEGIATE CLARITY, 2627 LAUREL LAKE DR., BATON ROUGE, LA, ONLINE COLLEGE CONSULTING, PART OWNER, PROVIDE GUIDANCE TO OTHER OWNERS, NOT INVESTMENT RELATED, 2020, Less than 6 HOURS PER QTR AFTER BUSINESS HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-11-10
• S63 Uniform Securities Agent State Law Examination
  1988-05-05

Other Names

• Jim Wells