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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 Johnson is a financial advisor with Columbia Management Investment Advisers, LLC in Boston, Massachusetts. James has been in the financial services industry since May 2009. Prior to joining Columbia Management, James was with Ameriprise Financial Services, LLC and American Enterprise Investment Services INC.. James has a Series 7, 63, 87 and SIE and the Uniform Investment Adviser Law Examination. James specializes in asset allocation, credit analysis, and asset liability management services. James is registered with the state of Minnesota to provide investment advisory services.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
08/18/2023 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MN
12/23/2019 - 10/12/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
MN
01/03/2017 - 10/12/2022
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
05/12/2009 - 01/18/2017
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 08/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2021
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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