JAMES BRANDT, CIMAŽ, MBA

Financial Advisor

Address: 2033 NORTH MAIN STREET, SUITE 800 , WALNUT CREEK , CA 94596
Call: 925-746-7200  |  800-325-4049    Fax: 925-746-7201
Email: James.Brandt@wellsfargoadvisors.com Compose mail in a new window

My Commitment to You

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs. <br/><br/>Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

My Experience

  • 2019 - present : Wells Fargo Advisors, Managing Director
  • 2009 - 2019 : Morgan Stanley, First Vice President
  • 2000 - 2009 : UBS, First Vice President
  • 1987 - 2000 : Prudential Securities, Vice President
  • 1982 - 1987 : Hollis Communications, Principal

My Education & Credentials

  • UCLA
  • Columbia College
  • Universidad de Madrid

My Community Involvement

  • Board Member - East Bay Leadership Council
  • Keiretsu Forum - BOD Emeritus
  • Investment and Wealth Institute - BOD Emeritus
  • Rotary Club of Alamo - BOD Emeritus
Securities Registered in the following states: AZ, CA, CO, FL, ID, MD, MI, MO, NC, NV, OR, TN, VA, WA
Insurance licensed in the following states: CA (Lic. # 0A61689) Resident State: CA
JAMES BRANDT: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: California : WALNUT CREEK Branch