Merrill
47yrs
Top advisor by experience in Cincinnati
25yrs
James Eck
Financial advisor at Wells Fargo Advisors
James Eck has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Cincinnati, Ohio. After six years at A. G. Edwards & Sons, James joined Wells Fargo Advisors in 2018, 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 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 73% of advisors in Ohio
Office201 E 5th St Suite 2030, Cincinnati, OH 45202
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 ?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
- 2018 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2008 – 2018Wells Fargo Clearing Services, LLCPreviously
- 2002 – 2008A. G. Edwards & Sons, Inc.Previously
Questions to ask James
Tailored to James’s registration and firm.
- 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 Eck. James works from the Cincinnati, OH office.
How long has James been a financial advisor?
James has been in the industry since 2001, about 25 years. More experience than 73% of advisors in Ohio.
What licenses does James hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
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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