Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Oklahoma
44yrs
James Eagleton
Financial advisor at Wells Fargo Advisors
Based in Tulsa, Oklahoma, James Eagleton is a financial advisor with 44 years of industry experience. James joined Wells Fargo Advisors in 2011, after 17 years at A. G. Edwards & Sons. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience44 years (since 1982)
How that compares ?Top 1% by experience in Oklahoma
Office4940 S. Columbia Ave., Tulsa, OK 74105
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2011 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2008 – 2011Wells Fargo Clearing Services, LLCPreviously
- 1991 – 2008A. G. Edwards & Sons, Inc.Previously
Contact James
4940 S. Columbia Ave.Tulsa, OK 74105Office · Get directions Firm main line(314) 875-3000Headquarters: Wells Fargo Advisors · St. Louis, MO Firm websitewww.wellsfargoadvisors.com/online-access/signon.htm
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Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Wells Fargo Advisors at (314) 875-3000 and ask for James Eagleton. James works from the Tulsa, OK office.
How long has James been a financial advisor?
James has been in the industry since 1982, about 44 years. Top 1% by experience in Oklahoma.
What licenses does James hold?
Series 63. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is James paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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