Atlanta, GA Interstate North Parkway SE Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

4,162

Across 1,137 offices

Clients per advisor

110 High

Avg AUM per client

$514,335 High

HNW client ratio

51% Very High

About

Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. Its planning menu is broad and offered to clients who meet a net‑worth threshold, covering cash‑flow, retirement, education, risk and wealth‑transfer planning as well as niche services such as business‑owner transition planning, sports & entertainment planning, special‑needs analysis, and divorce planning that require specific advisor credentials.

Financial advisors develop tailored recommendations using Wells Fargo research, planning tools and simulation models, and deliver those recommendations through meetings and written client summary letters; clients may choose whether or how to implement recommendations and implementation through the firm’s brokerage or advisory programs is optional. Planning engagements are generally discrete rather than ongoing, and fees are negotiated based on the scope and complexity of the engagement.

Notably, the firm integrates advisory services with other financial product sales and referral channels—such as banking, securities‑based lending, trustee services and affiliated fund strategies—resulting in multiple compensation streams for advisors and referral payments to affiliated entities. WFAFN’s disclosure also highlights a range of advisor compensation arrangements (including recruitment payments, loan options, enhanced payouts, and a recently disclosed advisory earnings‑sharing arrangement) and a record of regulatory settlements that are relevant to its compliance and supervisory oversight.

Based on WELLS FARGO Advisors

Expertise

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Based on WELLS FARGO Advisors

Occupation focus

Founder/Business Owner

Based on WELLS FARGO Advisors

Location

180 Interstate North Parkway SE, [Satellite]

Atlanta GA 30339

Advisors at this office

3

Advisors at this office

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James N

Series 63

Atlanta, GA

Wells Fargo Advisors

James Newsome is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked with Wells Fargo in various capacities since 2009. Outside of his advisory role, Newsome serves on the board of a property owners association and participates in the gift trust committee at Marietta First Presbyterian Church. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products through a large network of financial advisors.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Austin N

Series 66

Atlanta, GA

Wells Fargo Advisors

Austin Newsome is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning areas, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Michael N

Series 66

Atlanta, GA

Wells Fargo Advisors

Michael Newsome is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. He has worked within various Wells Fargo entities since 2015, including Wells Fargo Clearing and Wells Fargo Advisors, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, employing proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
View complete list of advisors at this office
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