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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
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.
Exams
More Advisors
- Jeffrey Thomas, CFPEdward Jones