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James W Crouse

Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
1 stateRegistered 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

11 years in the industry.

  1. Ameriprise Financial Services, LLCFeb 2022 to now
  2. UnemployedDec 2021 to Feb 2022
  3. Tropical SmoothieAug 2021 to Dec 2021
  4. ZaxbysAug 2020 to Aug 2021
  5. Palatka High SchoolAug 2017 to May 2021
  6. Q.I. Roberts Middle SchoolAug 2015 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
7511941
Firm CRD
6363
Advisor's SEC record (opens in a new tab)
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