JC
JC

James Christiansen

44 Years of Experience
Arcadia, CA
Broker

James Christiansen is a registered investment advisor at Ameriprise Financial Services, LLC, based in Arcadia, CA, with 44 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

225 E Santa Clara St Ste 208, Arcadia, CA, 91006

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James owns a single-family real estate property since 2012. This activity is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 1997 - Present · 28 yrs 5 mos
Ameriprise Financial Services, LLCBroker
November 1981 - Present · 44 yrs 6 mos
Previous Registrations
Ids Financial Services INC.Broker
March 1983 - December 1986 · 3 yrs 9 mos
Ids Life Insurance CompanyBroker
November 1981 - July 2006 · 24 yrs 8 mos
State Registrations20 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.