Morgan Stanley
47yrs
Top advisor by experience in New York
25yrs
James Cordon
Financial advisor at Wells Fargo Advisors
At a glance
Experience25 years (since 2001)
How that compares ?Top 22% by experience in New York
Office280 Park Ave 27th & 29th FLS, New York, NY 10017
How the firm is paid ?Percent of assets, Flat fee, Commissions
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Nov 2025 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2017 – 2025J.p. Morgan Securities LLCPreviously
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 Cordon. James works from the New York, NY office.
How long has James been a financial advisor?
James has been in the industry since 2001, about 25 years. Top 22% by experience in New York.
What licenses does James hold?
Series 63, Series 65. 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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