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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Aaron Gilmore is a financial advisor with Ameriprise Financial Services, LLC. James has been in the industry for over 7 years and holds the Series 6, 7, and 63 licenses. James specializes in providing a variety of financial planning services including asset allocation, portfolio management for businesses and individuals, pension consulting, and educational seminars. James has been with Ameriprise since February 2024 and is currently located in San Rafael, California. Prior to joining Ameriprise, James was with Janus Henderson Distributors US LLC in Denver, Colorado from December 2016 to February 2024.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/26/2024 - Present
Ameriprise Financial Services, LLC (SAN RAFAEL CA)
CO
12/16/2016 - 02/21/2024
JANUS HENDERSON DISTRIBUTORS US LLC (DENVER CO)
BC
Issued 02/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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