James Church

Managing Director - Investment Officer @Wells Fargo Advisors

Bakersfield, CA, US
EMAILS
j••••••••@wellsfargoadvisors.com
MOBILE NUMBERS
+16•••••••46

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WORK HISTORY

Jan 2010 — Present

Managing Director - Investment Officer @Wells Fargo Advisors

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Bakersfield, CA, US

EDUCATION

1985 — 1990

California State University-Bakersfield

Bachelor of Science

SKILLS

Estate Investment PlanningInvestmentsRetirement PlanningDeferred CompensationInsuranceWealth Preservation PlanningMultigenerational Wealth Planning

ABOUT JAMES CHURCH

Since 1991 I\'ve helped clients address their financial concerns and develop sound strategies by focusing on each individual\'s specific needs. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services that my clients and their families deserve. I work with high net worth individuals, families,and businesses to provide integrated wealth management and planning services. Integrity, objective advice, attention to detail, and unwavering concern for the well being of my clients and their families are the hallmarks of my client service model. I earned my undergraduate degree in Business Administration concentration in Finance from California State University Bakersfield and hold the Series 7, 63 and 65 registrations. Please visit my website at wellsfargoadvisors.com/james.e.church or call me at (66••••••46 for more information about my practice and the services I provide to my clients. I am currently accepting new clients and appreciate your referrals. This information is intended for use by residents of AR, AZ, CA, CO, FL, HI, ID, MN, MO, MT, and NM only. CA Insurance Producer License Number 0A95775 Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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