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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 Lawrence Jack has been a registered investment advisor since September 1992. Currently, James Jack is registered with Ameriprise Financial Services, LLC in Independence, OH, and Fairview Park, OH. James Lawrence Jack is also registered in Texas. James Jack's previous firm was IDS LIFE INSURANCE COMPANY in MINNEAPOLIS, MN. James Jack holds a Series 7, Series 63, and SIE. James Jack provides financial planning services, asset allocation services, pension consulting, portfolio management for individuals and businesses. James Jack offers educational seminars and has a publication of periodicals. James Jack's specializations include asset allocation, investment management, estate planning, retirement planning, and insurance. James Jack also has experience with business development companies and corporations.
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.
1
2
OH
01/07/2009 - Present
Ameriprise Financial Services, LLC (Independence OH)
MN
09/02/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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