James Brent Powers

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

• 07/1997 → 05/2023
  Barrow & Powers
  Lakeland, FL
• 03/2004 → 05/2023
  Raymond James Financial Services
  Lakeland, FL
• 08/2006 → 05/2023
  Ademero Inc
  :AKeland, FL
• 05/2009 → 05/2023
  Raymond James Financial Services Advisors, Inc
  Lakeland, FL
• 07/2013 → 05/2023
  Culver Capital Llc
  Lakeland, FL
• 07/2009 → 05/2023
  Barrow & Powers Financial Services Inc.
  Lakeland, FL
• 06/2020 → 05/2023
  Lakeland Restaurant Group, Llc
  Lakeland, FL
• 04/2004 → 05/2023
  Barrow & Powers Financial Services, Inc
  Lakeland, FL
• 05/2023 → Present
  Ameriprise Financial Services, Llc
  Lakeland, FL

Previous Registrations

• 2010-01-04 → 2023-12-22
  Barrow & Powers Financial Services, Inc.
  Lakeland, FL
• 2009-08-27 → 2023-05-23
  Raymond James Financial Services Advisors, Inc
  Lakeland, FL
• 2004-04-12 → 2009-10-13
  Raymond James Financial Services, Inc.
  Lakeland, FL
  Lakeland, FL
• 1997-10-09 → 2004-04-07
  Lpl Financial Llc
  Lakeland, FL

Other Businesses

Real Estate Ownership; Single Family; 158 eagle star Trail, , Banner Elk, NC, 28604; Not Investment-Related; 03/01/2023. Business Ownership; Culver Capital; Owner; I use Culver Captial to invest as shareholder and real estate to protect me personally. I have two companies that I have invested in through culver capital. One is Mike and Mike's Dessert vegan cupcakes and gluten free desserts. Also Serenity Oaks Properties LLC. Moblie home park in Bartow FL.; 1425 Seville Place, , Lakeland, FL, 33803; Not Investment-Related; 07/17/2013; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Family Worship Center Advisory Board; Advisory Board Member; 1350 East Main Street, , Lalkeland, FL, 33803; Not Investment-Related; 05/15/2023; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-04-09

Other Names

• James B Powers
• James Powers
• Brent Powers