James Robert Wright

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

• 09/1999 → 03/2020
  Ameriprise Financial Services, Inc.
  Chicago, IL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Clinton Twp, MI

Other Businesses

Real Estate Ownership; Lot/Land; Parcel 001-021-002-82, , Arcadia Township, MI, 49613; Investment-Related; 02/28/2022 / Timeshare vacation property; 1000 Shorewood Drive, , Cape Canaveral, FL, 32920; Not Investment-Related; 08/06/2022. Outside Employment; Evola Management; Consultant - Provide consulting on practice leadership and compliance. Special projects dealing with practice operations.; ; 43900 Garfield Rd., STE 200, , Macomb, MI, 48038; Not Investment-Related; 07/01/2019; 10 to 19 hours per month; 10 to 19 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-10-18

Designations

• Certified Financial Planner