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James W. Fong, CFP®

James W. Fong, CFP®

First Vice President

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location of James W. Fong, CFP®Greater Boston

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  • Timeline

  • About me

    Managing Director - Investment Officer, PIM Portfolio Manager at Wells Fargo Advisors

  • Education

    • Boston University

      1976 - 1980
      Bachelor of Science Business Administration

  • Experience

    • Paine Webber

      Jan 1991 - Jan 1994
      First Vice President

    • Morgan Stanley Smith Barney

      Jan 1994 - May 2013
      Senior Vice President

    • Wells Fargo Advisors

      May 2013 - now
      Managing Director - Investment Officer, PIM Portfolio Manager

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER®

      College for Financial Planning Denver, CO
      Jul 1989