James Joseph Jaghab

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

• 10/2003 → 03/2020
  Ameriprise Financial Services, Inc.
  East Brunswick, NJ
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Manalapan, NJ

Other Businesses

Business Ownership; Alpha Focused Group LLC; Business Owner; LLC established to manage business expenses, pay staff, lease office space, etc.; 57 Buckley Road, , Marlboro, NJ, 07746; Investment-Related; 06/02/2021; 0 hours per month; 0 during trading hours / AJ's All Star Cards; Owner; I like to buy and sell sports cards and memorabilia primarily through eBay.; 57 Buckley Rd, , Marlboro, NJ, 07746; Not Investment-Related; 11/05/2025; 10 to 19 hours per month; 0 during trading hours. Outside Employment; Einhorn, Harris, Ascher, Barbarito & Frost, PC; Certified Divorce Financial Analyst -; I would be paid to do some consulting work as a CDFA professional for one of the divorce attorneys at the firm. Using CDFA software to analyze & illustrate settlements proposed by the Divorce Attorney.; 165 East Main Street PO Box 3010 Denville, NJ 07834, ,; Investment-Related; 10/07/2013; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-12-22