Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Peter Jerney is a financial advisor at Ameriprise Financial Services, LLC. James has been in the industry since 1998 and holds the Series 6, Series 7, Series 24, and Series 63 licenses. James previously worked at Wells Fargo Investments, LLC, Wells Fargo Securities Inc., Wells Fargo Brokerage Services, L.L.C., American Enterprise Investment Services Inc., and American Express Financial Advisors Inc. James has a total of 1,409,380 clients with an approximate total asset amount of $1 billion to $10 billion.
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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2
MN
01/09/2006 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
CA
11/02/2000 - 11/18/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
06/23/1999 - 11/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
05/26/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
05/13/1998 - 05/13/1999
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
02/13/1997 - 05/13/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/13/1997 - 05/13/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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