James Edward Belz

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

• 03/2020 → 05/2022
  Lincoln Investment
  Fort Washington, PA
• 08/2019 → 05/2022
  Shades Of Paper
  Mt. Laurel, NJ
• 06/2017 → 08/2017
  Canon Financial Services
  Mt. Laurel, NJ
• 08/2017 → 08/2019
  West Virginia University
  Morgantown, WV
• 08/2016 → 06/2017
  West Virginia University
  Morgantown, WV
• 10/2020 → 05/2022
  Lincoln Investment
  Fort Washington, PA
• 10/2020 → 05/2022
  Capital Analysts
  Fort Washington, PA
• 05/2022 → Present
  Ameriprise Financial Services, Llc
  Marlton, NJ

Previous Registrations

• 2020-10-02 → 2022-05-05
  Lincoln Investment
  Marlton, NJ
• 2020-10-02 → 2022-05-05
  Capital Analysts
  Marlton, NJ

Other Businesses

Outside Employment; WHEDPD LLC; Financial Advisor - This is an LLC that pays me for my work as an advisor for Ameriprise; Financial Planning; 1307 White Horse Rd, Building D, Voorhees, NJ, 08043; Investment-Related; 05/18/2022; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-30