James Davis
James Davis is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bellevue, OH, with 19 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1110 Castalia Street, Suite D, Bellevue, OH, 44811
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2019Other Business Activities
James owns an LLC to operate WealthBridge Advisors of Ameriprise AFG since 2019, dedicating a few hours per week. He also serves as a board member for Davis at multiple locations, some of which are investment-related, also dedicating a few hours per week to each.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations11 states
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.