Biography

Contact Information:

phonePhone

219.928.7003

James "Jim" Percifield

Managing Director - Investments

James “Jim” Percifield
Managing Director - Investments

Jim has been in the financial services business since 1991. He has the determination to help individuals and businesses assess and prioritize their short- and long-term financial goals. To accomplish these goals, he utilizes Wells Fargo Advisors vast resources to develop personalized financial solutions. He holds Series 7, 63, 65 and 8 securities registrations, along with life, health, long-term care, variable life and variable annuity insurance licenses. Jim graduated from Indiana University in 1989, earning a B.S. in business with a concentration in accounting. He earned the certified public accountant (CPA) designation upon graduation and worked as a CPA before entering the financial services industry. Jim, who does not provide tax advice, nor is he currently acting as a CPA, believes that his team excels at investment tax management.

Insurance licensed in the following states:  AR (Lic. # 1466919), CA (Lic. # 4122974)
Resident State:  IN

PM-07042025-6198359.1.1
Return to About Us

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 or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.