James Wells

1603 Carmody Ct Ste 300

Sewickley, PA

15143

Phone:

Email:

412-528-1919

Jimmy began his professional career as a financial advisor with one of the leading financial planning firms in the industry.  He has 10+ years of experience in the industry and his reliability, trustworthiness and extensive knowledge of the financial planning process have allowed him to build a noteworthy network of loyal clients.

While helping his clients navigate the recent uncertain financial times, Jimmy saw a need for a more comprehensive, relationship-based financial planning process that integrated services critical to his client’s financial wellness, such as proactive tax management strategies, insurance, estate & long term care planning. James is a highly experienced Wealth Manager.  He has earned his CRPC® (Chartered Retirement Planning Counselor) designations as well as numerous industry accreditations including his Series 7 registration with LPL Financial. He also holds a Series 66 registration with LPL Financial and Stratos Wealth Partners.

An alumnus of the University of Pittsburgh, Jimmy lives in Pittsburgh's Northside neighborhood with his wife Rebecca and sons Keegan & Finnegan.  In an effort to give back to the community and be a positive role model to underserved youth, James has been Big Brother for the Big Brothers Big Sisters of Greater Pittsburgh since August 2008 and accepted a position to the Board of Directors in October of 2010.  A position he still currently holds.

August Wealth Advisors, LLC

The Loft, 101 Franklin Street, Suite A 

Westport, CT 06880

Toll free : 800-985-9477

Direct: 916-461-9451

Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA August Wealth Advisors, LLC.

August Wealth Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”). Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at https://www.adviserinfo.sec.gov/IAPD/Default.aspx.

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