James Runey

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

• 12/2019 → 04/2024
  Raymond James & Associates, Inc.
  Boca Raton, FL
• 01/2018 → 05/2019
  Slavic 401K
  Boca Raton, FL
• 11/2017 → 08/2020
  Primerica
  Delray Beach, FL
• 05/2011 → 12/2019
  Rent-All Of Tampa Inc.
  Tampa, FL
• 06/2024 → 09/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wellington, FL
• 06/2017 → 12/2017
  Oxford Industries, Inc
  Boca Raton, FL
• 08/2015 → 08/2019
  Florida Atlantic Univeristy
  Boca Raton, FL
• 08/2024 → 09/2025
  Bank Of America, N.A.
  Wellington, FL
• 09/2025 → Present
  Ameriprise Financial Services, Llc
  Boca Raton, FL

Previous Registrations

• 2024-07-08 → 2025-09-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lake Worth, FL
  Wellington, FL
  Palm Beach Gardens, FL
  Boynton Beach, FL
• 2020-08-21 → 2024-04-17
  Raymond James & Associates, Inc.
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-08-18

Other Names

• Runey James
• Runey Michael James
• James Michael Runey