James Mayer Jr.
Managing Partner at
Wells Fargo Advisors Financial Network, LLC
Years of Experience
28 years
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
One thing I want my clients to know about me is that I truly believe this is what I was meant to do with my life. I genuinely enjoy meeting new people, listening to their stories, and helping them understand the best options to reach their goals. There’s nothing more rewarding than watching someone make changes that bring them closer to what matters most. Being part of that process—and seeing the confidence and peace it brings—is why I love what I do every single day.
Clientele
Services Provided
Retirement Planning
Business Retirement Solutions
Investment Management
Investment Planning
Specialties and Expertise
Credentials and Designations
Certified 401(k) Professional®
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Chartered Retirement Plans Specialist®
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Pricing Models
Education
College of Financial Planning
Master's Personal Finance
Obtained in 2020
Wright State University
Accounting & Finance
Obtained in 1996
Previous Work Experience
Your Bridge
Managing Partner
2025 - Present
Wells Fargo Advisors
Managing Director
2000 - 2025
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC.
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Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested