James Dennis Martin

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → 01/2025
  Raymond James Financial Services, Inc.
  Youngstown, OH
• 03/2011 → 01/2025
  Raymond James Finanical Services Advisors, Inc
  Youngstown, OH
• 03/2011 → 01/2025
  Martin Financial Services
  Youngstown, OH
• 01/2025 → Present
  Ameriprise Financial Services Llc
  Youngstown, OH

Previous Registrations

• 2011-03-07 → 2025-01-17
  Raymond James Financial Services Advisors, Inc
  Hermitage, PA
  Youngstown, OH
• 2009-03-06 → 2011-03-16
  Lpl Financial Llc
  Fort Mill, SC
  Boardman, OH
  Brookfield, OH
  Campbell, OH
  Youngstown, OH
  Mentor, OH
  Youngstown, OH
  Hubbard, OH
  Youngstown, OH
  Austintown, OH
  Chardon, OH
  Youngstown, OH
• 2006-08-23 → 2009-03-10
  Invest Financial Corporation
  Youngstown, OH
  Brookfield, OH
  Chesterland, OH
  Mentor, OH
  Austintown, OH
  Youngstown, OH
  Hermitage, PA
  Boardman, OH
  Campbell, OH
  Chardon, OH

Other Businesses

Business Ownership; Martin Financial Group, LLC; Owner; Manage Ameriprise Business; 1399 E Western Reserve Rd, , Youngstown, OH, 44514; Investment-Related; 02/06/2025; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2001-10-04

Other Names

• James Dennis Martin