James Christian Woosley
Investment adviser representative at Ameriprise Financial Services, LLC
10 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
10 years in the industry.
- Ameriprise Financial Services, LLCSep 2021 to now
- N/aMay 2021 to Sep 2021
- Dean Backholm Landscape Design, Inc.Dec 2020 to Jan 2021
- Restoration Hardware OutletDec 2019 to Jul 2020
- Eastside Boat ManagerApr 2018 to Dec 2018
- Bellevue Chamber of CommerceJul 2017 to Aug 2017
- George Fox UniversityAug 2016 to May 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7446326
- Firm CRD
- 6363