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Mitchell James eugene Hurley

Investment adviser representative at Ameriprise Financial Services, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$660.5BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. Ameriprise Financial Services, LLCJun 2022 to now
  2. J.P. Morgan Securities LLCApr 2019 to May 2022
  3. J.P. Morgan Chase Bank, N.A.Apr 2018 to Apr 2019
  4. UnemployedFeb 2018 to Apr 2018
  5. Moda HealthSep 2014 to Feb 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (TX, UT).

Ameriprise Financial Services, LLC

$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
6937467
Firm CRD
6363
Advisor's SEC record (opens in a new tab)
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