Merrill
43yrs
Top 1% by experience in San Luis Obispo
12yrs
James Eustice has worked in the financial industry for 12 years and is a fiduciary financial advisor based in San Luis Obispo, California. James has been with Wells Fargo Advisors since 2026; before that, James spent three years at J.P. Morgan Securities and less than a year at Merrill. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 153 advisors with offices in San Luis Obispo, and one of 127 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office1160 Marsh St, Stes 200 & 300 [Lm*/Le-Rbo], San Luis Obispo, CA 93401
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
- Sep 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2023 – 2026J.P. Morgan Securities LLCPreviously
- Feb 2023 – May 2023MerrillPreviously
- 2014 – 2022The Investment House LLCPreviously
Contact James
Local office(805) 543-2878Ask for James. (314) 875-3000Main office · St. Louis, MO 1160 Marsh St, Stes 200 & 300 [Lm*/Le-Rbo]San Luis Obispo, CA 93401Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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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 James’s local office at (805) 543-2878 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for James Eustice.
How long has James been a financial advisor?
James has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does James hold?
Series 65, 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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