Kevin J. James is a seasoned Vice President at Wells Fargo Advisors, bringing over 30 years of experience to the financial services industry. He specializes in creating personalized investment plans for his clients, drawing on his degree in Business Administration and certifications like the Series 66 and 31.
In his personal time, Kevin has a hands-on hobby of collecting and repairing items. He also maintains a keen interest in financial news and markets, following outlets such as CNBC to stay informed on the latest trends and developments.
For over six years, Kevin successfully managed a dual role as both a Financial Advisor and a Branch Manager.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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