Janney Montgomery Scott
46yrs
Top advisor by experience in Meadville
23yrs
James Oakes has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Meadville, Pennsylvania. After a year at Stonex Advisors and nine years at WRP Investments, James joined Osaic Wealth in 2016, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 27 advisors with offices in Meadville, and one of 27 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 70% of advisors in Meadville
Office789 Park Ave, Meadville, PA 16335
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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 66Uniform Combined State Law Examination
Career
- 2016 – nowOsaic Wealth, Inc.Current firm
- Jan 2015 – Apr 2016Stonex Advisors Inc.Previously
- 2006 – 2015WRP Investments, Inc.Previously
Contact James
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for James. 789 Park AveMeadville, PA 16335Office · Get directions
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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 Osaic Wealth at (800) 821-5100 and ask for James Oakes. James works from the Meadville, PA office.
How long has James been a financial advisor?
James has been in the industry since 2004, about 23 years. More experience than 70% of advisors in Meadville.
What licenses does James hold?
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?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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