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James P. Wells
CEO
Securities Registrations and Insurance Licenses Series 7 (General Securities Registration)
Series 24 (General Securities Principal)
Series 63 (Uniform Securities State Law)
Series 65 (Uniform Investment Advisor)
Investment Advisor Representative
Insurance Licensed in Life, Health and Variable Annuity
Education
1979: West Point (USMA) BS Engineering
1982: Defense Intelligence Schools #2 Graduate GPA 4.0
1983: Defense Contract Management School #1 Graduate GPA 4.0
1983: Marymount College of Northern Virginia MBA Program GPA 4.0
Experience/Accomplishments
1995 - Present: CEO, Wells Investments, Inc.
2008: National Nominee for "Winner's Circle 'State by State',"
Barrons Magazine.
2005: Nominee, National "Broker Of The Year" award
in Registered Rep Magazine
2005: Nationally nominated for "Best Financial Planning Practice"
in Money Magazine
2003: Recipient of the 2003 National Leadership Award,
Business Advisory Council,
Award presented by Congressman Thomas M. Reynolds
2002 - 2003: Named to the National Register's Who's Who
in Executive &
Professionals
1992 - 1995: Vice President, Paine Webber
1987 - 1992: Financial Consultant
1987: "Portfolio Manager of the Year"
1987 - 1989: Investment Columnist: "Wells on Wall Street"
1985: Representative of the Year - Fortune 500 Company
1983 - 1984: Captain U.S. Army - Military Intelligence Analyst
