ADVISOR BIO

James Oldham is a financial advisor with over 20 years of experience in the industry. James is currently registered with Ameriprise Financial Services, LLC, and provides investment advisory services to individuals, high-net-worth individuals, corporations, trusts, estates, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. James also provides asset allocation services, financial planning, and portfolio management for businesses and individuals. James has a wide range of experience in the financial services industry and is committed to providing his clients with the best possible service.

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ADVISOR BIO

James Gray Galloway is a registered representative with Raymond James & Associates, Inc. James has been in the financial services industry since 2022 and is registered in 24 states for both securities and investment advisory services. James is a Series 7TO and Series 66 holder. James is a registered representative and investment advisor representative. James has previous experience working with Molson Coors Beverage Company, Simpson Commercial Real Estate, Web.com, and UNC CHAPEL HILL.

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ADVISOR BIO

James Alan Brauer is an investment advisor representative with IMA Advisory Services, Inc. in Denver, Colorado. James has been in the financial services industry for over 20 years, having previously worked with TIAA-CREF Individual & Institutional Services, LLC. James is a Certified Financial Planner™ and holds Series 6, 7, 24, 63, and 66 securities licenses. James specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. James has a diverse client base that includes individuals, families, charitable organizations, corporations, and pension and profit-sharing plans.

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ADVISOR BIO

James Joseph Obrien is a financial advisor with Ameriprise Financial Services, LLC. James is a registered representative and investment advisor representative in the state of Colorado. James has been in the financial services industry since 1981. James has a strong background in investments and financial planning. James's specializations include retirement planning, college savings, estate planning, and insurance.

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ADVISOR BIO

James Cello Rice is a financial advisor with D.a. Davidson & Co. James has been in the financial industry for over 30 years and has a wide range of experience, serving clients in many states. James has a deep understanding of the financial markets and a commitment to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

James Jay Person is a financial advisor registered with LPL Financial LLC. James is located in Denver, Colorado and has over 30 years of experience in the financial services industry. James holds the following licenses: Series 63, Series 65, Series 7TO, Series 24, and SIE. James has been registered with LPL Financial LLC since February 2018 and also works for Synergy Financial Partners, LLC. James also has experience with SII Investments, AXA Advisors, LLC, Hornor, Townsend & Kent, Inc., New England Securities, and Allmerica Financial Life Insurance and Annuity Company. James Jay Person is dedicated to providing financial advice and guidance to individuals, families, and businesses.

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ADVISOR BIO

James Edward Chapman is a financial advisor at UBS Financial Services Inc. in Denver, CO. James has been working in the financial services industry since April 1, 1996. James has a Series 7, Series 31, Series 63, and Series 65 licenses. James is also a registered investment advisor in Colorado, Hawaii, and Texas.

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ADVISOR BIO

James Greer is a financial advisor with Mercer Global Advisors Inc. James holds the Series 7, Series 63, and SIE licenses. James is a Certified Financial Planner. James has experience in the financial services industry since 2011. James currently works with clients in Arizona and Colorado. James is a registered Investment Advisor Representative (IAR) in the state of Arizona. James specializes in Retirement planning, College savings planning, Investment management, Financial planning, Insurance planning, Estate planning, and Tax planning.

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ADVISOR BIO

James Carl Czirr is a financial advisor registered with Mercer Global Advisors Inc.. James has been working in the financial services industry for over 10 years. James has a strong background in financial planning and investment management, with experience providing advice to individuals, families, and businesses.

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ADVISOR BIO

James Bradford Lee is a registered representative and investment advisor representative with LPL Financial LLC. James has been in the financial services industry since March 19, 2014. He is currently licensed in Colorado and Iowa. James has a Series 7, Series 79, and Series 66 securities license, as well as a SIE exam. He is also a licensed insurance producer in several states. James has previously worked at KeyBanc Capital Markets Inc. James provides financial planning, portfolio management, and investment advisory services to individuals, families, and businesses.

SPECIALIZATIONS