Zachary Saint james
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
4 statesRegistered in
$252.3BFirm assets
26 yearsFirm in business
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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
13 years in the industry.
- Wells Fargo Advisors Financial Network, LLCMar 2020 to now
- Loretta's Country KitchenMay 2013 to now
- Itw Food Equipment/hobart ServiceMar 2019 to Mar 2020
- First Financial BankMar 2018 to Mar 2019
- J. CrewOct 2017 to Oct 2018
- Zeal Coaching for Life and CareerFeb 2017 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 4 states (FL, IL, OH, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 7237693
- Firm CRD
- 11025