Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Oklahoma
12yrs
James Eagleton is a fiduciary financial advisor in Tulsa, Oklahoma, with 12 years in the industry. James joined Wells Fargo Advisors in 2015, 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 835 advisors with offices in Tulsa, and one of 788 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
Office4940 S. Columbia Ave., Tulsa, OK 74105
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 ?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.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
Contact James
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for James. 4940 S. Columbia Ave.Tulsa, OK 74105Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.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 Wells Fargo Advisors at (314) 875-3000 and ask for James Eagleton. James works from the Tulsa, OK office.
How long has James been a financial advisor?
James has been in the industry since 2015, about 12 years. 12 years in the industry.
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?
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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