Kevin J. James in

Kevin J. James

Examiner · DISC type cs
Vice President - Branch Manager at Wells Fargo Advisors
📍 Greater Syracuse-Auburn Area, United States

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.

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Experience
34 Years
Current Role
Vice President - Branch Manager
Job Level
Senior
Location
Greater Syracuse-Auburn Area, United States
Personality Overview

How Kevin shows up

Overcautious
Unexpressive
Tough To Convince

The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Priorities

Topics Kevin cares about

Retirement Planning
He focuses on helping clients develop a personalized roadmap for retirement and frequently shares content on this topic.
Estate & Will Planning
A core part of his client services, he guides individuals on estate investment planning and the importance of creating a will.
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Career

Work history

1-2019 - 6-2025
Vice President - Branch Manager
Wells Fargo Advisors
12-1994
First Vice President - Investment Officer
Wells Fargo Advisors
1-1993 - 12-1994
Investment Broker
Dean Witter Reynolds Inc.
1991 - 1993
Cashier/Sales Assistant
Morgan Stanley
In the press

Media appearances

Kevin James - Videos-detail | De Witt, NY. Featured in Wells Fargo Advisors
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Education
1987 - 1991
Business Aministration
State University of New York College at Brockport
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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