Jace JamesCRD Number: 5916257
Current Firm: Ameriprise Financial Services, Inc.
Jace James (CRD# 5916257) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Fort Wayne, IN and has over 3 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Ameriprise Financial Services, Inc.||Fort Wayne, IN||Feb 2013 - Current||4|
|Medical Protective||Fort Wayne, IN||Sep 2012 - Feb 2013||< 1|
|Unemployed||Fort Wayne, IN||Jun 2012 - Sep 2012||< 1|
|Lincoln Financial Distributors||Fort Wayne, IN||May 2007 - Jun 2012||5|
|Partners 1st Credit Union||Fort Wayne, IN||Jun 2006 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV