Wells Family of Companies | Your Professinal Management Team | Jim Wells

Wells Family of Investment Companies

Your Professional Management Team | Jim Wells
The Wells
 Philosophy
"I WILL®"		  Our Valued
Clients  		Become  a
Wells Client
Contact Us		 Your
Professional
 Management Team		 Portfolio  
Management		 Trust
Services		 Education
Resource
Center		 Pre-Retirees
Retirees
 

Jim Wells		  
Patti Wells
Portfolio Manager and Chief Economist		 Jim Wells
Portfolio Manager and Chief Investment Officer
 
     
  Notable Stock Market Predictions  
  Notable Commodity Market Predictions  
  Notable Investment Warnings  
 

 

Series 7 (General Securities Registration)

Series 24 (General Securities Principal Registration)

Series 27 (Financial Operations Principal)

Series 63 (Multi-State Registration)

Series 65 (Investment Advisory Registration)

Series 79 (Investment Banker)

Series 99 (Operations Principal)

  
 

Education
West Point (USMA)
Defense Intelligence School
Defense Contract Management School
Marymount College of Northern Virginia		 (1979)
(1982)
(1983)
(1983)		 BS Engineering
#2 Graduate
#1 Graduate
MBA Program
GPA 4.0
GPA 4.0

GPA 4.0

  

 

Experience / Accomplishments
2009 to Present President & CEO, Valor Financial Services, LLC
1995 to Present

CEO / Chief Investment Officer, Wells Investments, Inc.
2008 Nationally nominated “Winner’s Circle, ‘State-By-State’” – Barron’s Magazine
2005   

Nationally nominated for “Broker Of The Year Award” – Registered Rep Magazine
2005 Nationally nominated for Best Financial Planning Practice – Money Magazine
2005 Recipient of the Ronald Reagan Gold Medal For Business Leadership
2003

“Businessman of the Year” – Business Advisory Council
1992 to 1995 Vice President, PaineWebber
1987 to 1992 Financial Consultant
1987

“Portfolio Manager Of The Year”
1986 to 1989 Investment Columnist: “Wells On Wall Street”
1985 Representative Of The Year – Fortune 500 Company
1983 to 1984 Captain U.S. Army – Military Intelligence Analyst
 
 

Valor Financial Securities, LLC. Member FINRA & SIPC