JAMES TOLLEFSON, CFP

Financial Advisor

Vice President - Investment Officer

Address: 7 BROWN AND HOWARD WHARF , NEWPORT , RI 02840
Phone: 401-848-9949  |  888-848-9738    Fax: 401-847-0329
Email: james.tollefson@wellsfargoadvisors.com Compose mail in a new window

My Commitment to You

My Associate(s): Eric Brown, Financial Advisor ; Stacey Wiegand, Client Associate

My Experience

  • 2008 - Present : Wells Fargo Advisors, Finacial Advisor
  • 2005 - 2008 : AG Edwards & Sons , Financial Advisor
  • 1998 - 2005 : Morgan Stanley DW, Financial Advisor
  • 1985 - 1998 : Merrill Lynch, Pierce, Fenner& Smith , Financial Advisor

My Education & Credentials

  • BS Business Administration - Providence College

My Community Involvement

  • Youth Soccer Coach 1996 - 2008
Securities Registered in the following states: AZ, CA, CO, CT, DC, FL, GA, HI, MA, MD, ME, NC, NH, NJ, NY, OR, PA, RI, SC, TN, TX, VA, VT
JAMES TOLLEFSON: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Rhode Island : NEWPORT Branch