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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.

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Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​

Info@stratoswp.com

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY.

*On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

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