James Stephan
Independent Financial Advisor at Wedbush
Based in San Diego County, United States
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Seniority
Staff
Department
Finance & Accounting
Location
San Diego County
Industry
Financial Services
Company size
998
Contact information
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j•••••••@wedbush.com
Phone
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Background
About James Stephan
My primary objective is to employ investments that have the greatest potential in achieving each client’s personal financial goals. With access to mutual funds, managed accounts, individual stocks, fixed income securities and a broad array of pre-screened institutional-caliber money managers across varying investment strategies and styles, I can custom design financial and investment plans to assist each client in attaining their financial objectives. With over 30 years’ experience in the Financial Services industry, I provide my clients with sound investment advice and guidance, and prides myself on my natural ability to connect with my clients while assisting them in realizing their long-term financial goals.
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