James Richard Merdian
Investment adviser representative at American Century Investments Private Client Group, Inc.
12 yearsExperience
3 statesRegistered in
$2.3BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- American Century Investments Private Client Group, Inc.Sep 2020 to now
- American Century Investment Services, Inc.Sep 2018 to now
- American Century InvestmentsMay 2018 to Aug 2018
- Mueller Painting LLC.May 2015 to Aug 2017
- University of MissouriAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
American Century Investments Private Client Group, Inc.
$2.3BAssets managed
4,107Clients
62Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6896101
- Firm CRD
- 290043