James Runey
Investment adviser representative at Ameriprise Financial Services, LLC
15 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 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 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
15 years in the industry.
- Ameriprise Financial Services, LLCSep 2025 to now
- Bank of America, N.A.Aug 2024 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2024 to Sep 2025
- Raymond James & Associates, Inc.Dec 2019 to Apr 2024
- Slavic 401kJan 2018 to May 2019
- PrimericaNov 2017 to Aug 2020
- Oxford Industries, IncJun 2017 to Dec 2017
- Florida Atlantic UniveristyAug 2015 to Aug 2019
- Rent-all of Tampa Inc.May 2011 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 7213356
- Firm CRD
- 6363