James Bortak

Financial Advisor at Wells Fargo Advisors - St. Louis, Missouri, US

James Bortak's Colleagues at Wells Fargo Advisors
Jeff Young

Managing Principal and Senior PIM Portfolio Manager

Contact Jeff Young

Adam Lee

Financial Advisor | Vice President - Investments

Contact Adam Lee

Warren Stribling

Managing Director-Investments

Contact Warren Stribling

Lydell Thompson

Financial Advisor, Assistant Vice President-Investments, CFP®, Masters in Financial Planning

Contact Lydell Thompson

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James Bortak's Contact Details
HQ
(314) 955-3000
Location
Atlanta Metropolitan Area
Company
Wells Fargo Advisors
James Bortak's Company Details
Wells Fargo Advisors logo, Wells Fargo Advisors contact details

Wells Fargo Advisors

St. Louis, Missouri, US • 16757 Employees
Financial Services

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. 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 recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 2021 Wells Fargo Clearing Services, LLC. All rights reserved. PM-05152025-6068127.1.2 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Financial Planning Wealth Management Financial Advisory Retirement Planning Investment Services Estate Planning Financial Consulting Wealth Management Products Financial Advisor
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Frequently Asked Questions about James Bortak
James Bortak currently works for Wells Fargo Advisors.
James Bortak's role at Wells Fargo Advisors is Financial Advisor.
James Bortak's email address is ***@wellsfargoadvisors.com. To view James Bortak's full email address, please signup to ConnectPlex.
James Bortak works in the Financial Services industry.
James Bortak's colleagues at Wells Fargo Advisors are Rachel Smith, Harkleroad Jon, Jeff Young, Scott Richardson, Adam Lee, Warren Stribling, Lydell Thompson and others.
James Bortak's phone number is (314) 955-3000
See more information about James Bortak