James Riley Case martinez
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2025 to now
- DisysJun 2025 to now
- DoordashMar 2021 to now
- Express Employment ProfessionalsDec 2024 to Feb 2025
- Sherwin-williamsMar 2024 to Oct 2024
- HmshostMay 2023 to Jul 2023
- Discover Student LoansJun 2022 to May 2023
- Chick-fil-aJan 2022 to May 2022
- Dreamrunner ConsultingOct 2020 to Feb 2021
- Western Powder CoatingApr 2020 to Sep 2020
- Redcademan Inc.Sep 2018 to Mar 2020
- Flavor of SeoulMay 2018 to Aug 2018
- Southern Utah UniversityJan 2018 to Apr 2025
- MxdOct 2017 to Dec 2017
- Pottery BarnOct 2017 to Dec 2017
- Church of Jesus Christ of Latter-day SaintsOct 2015 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8119368
- Firm CRD
- 19616