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Jeffrey James
from Reuter James Wealth Management, LLC
Jeffrey James is a financial advisor based in Oklahoma, Oklahoma City,
with 26 years of experience. Jeffrey currently works for
Reuter James Wealth Management, LLC.
Jeffrey maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeffrey James works at Reuter James Wealth Management, LLC
Reuter James Wealth Management, LLC is a financial advisory firm based in Oklahoma City, Oklahoma. It currently has approximately $317,792,826 of assets under management and employs about 3 people. Reuter James Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
20 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
5025 Gaillardia Corporate Pl, Suite C2, Oklahoma City, Oklahoma, 73142
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