JAMES ROBERT BORTAK is an investment adviser representative (IAR) with state registration records since 2002, appearing at 3 firms. Currently registered with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2025-12-12 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2007-11-28 | 2025-12-11 | — |
| TRUIST INVESTMENT SERVICES, INC. | 2007-09-18 | 2007-11-13 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2002-07-08 | 2007-08-24 | — |