James Craig Stretch
Investment adviser representative at Wells Fargo Advisors
20 yearsExperience
3 statesRegistered in
ChFC®Designation
$671.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Wells Fargo Bank, NAMay 2023 to now
- Wells Fargo Clearing Services, LLCMay 2023 to now
- Pruco Securities, LLC.Feb 2022 to May 2023
- Prudential Insurance Company of AmericaFeb 2022 to May 2023
- Nationwide Investment Services CorpMar 2017 to Feb 2022
- Stretch SystemsDec 2006 to Feb 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4773637
- Firm CRD
- 19616