RBC Capital Markets
46yrs
Top advisor by experience in Frisco
30yrs
J Stiles has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Frisco, Texas. After 13 years at Ameriprise Financial Services and four years at Banc of America Investment Services, J joined Wells Fargo Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 808 advisors with offices in Frisco, and one of 767 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 12% by experience in Frisco
Office17 Cowboys Way Suite 500, Frisco, TX 75034
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
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.
Career
- 2022 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2009 – 2022Ameriprise Financial Services, LLCPreviously
- 2004 – 2009Banc of America Investment Services, Inc.Previously
- Sep 2003 – Oct 2004Quick & Reilly, Inc.Previously
- 1997 – 2003Hilltop Securities Inc.Previously
Questions to ask J
Tailored to J’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 J
How do I contact J?
Call J’s local office at (972) 712-4500 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for J Stiles.
How long has J been a financial advisor?
J has been in the industry since 1996, about 30 years. Top 12% by experience in Frisco.
What licenses does J hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is J a fiduciary?
J is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is J paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask J 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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