James Orchard
Investment adviser representative at Ameriprise Financial Services, LLC
10 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
10 years in the industry.
- Ameriprise Financial Services, LLCDec 2025 to now
- Equitable Advisors, LLCOct 2025 to Nov 2025
- Unwined Kitchen & BarJul 2022 to Dec 2025
- Smith Flat HouseOct 2021 to Jul 2022
- Milestone Restaurant & Cocktail BarJul 2020 to Oct 2021
- Folsom Lake CollegeJan 2020 to May 2022
- Saint Mary's College of CaliforniaJul 2019 to Dec 2019
- Union Mine High SchoolJul 2018 to Jun 2019
- El Dorado High SchoolAug 2017 to Jun 2018
- Ponderosa High SchoolAug 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8151573
- Firm CRD
- 6363