James Clifford Mc Clure

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Charleston, WV
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Charleston, WV

Other Businesses

Business Ownership; Jerica9326 LLC; Practice operations specialist; Managing my business; 185 Shawnee Estates, , Winfield, WV, 25213; Investment-Related; 09/01/2022; 20 to 39 hours per month; 20 to 39 during trading hours. Outside Employment; Jerica9326 LLC; Owner - Managing my business; ; 185 Shawnee Estates, , Winfield, WV, 25213; Investment-Related; 09/01/2022; 20 to 39 hours per month; 20 to 39 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-08-10

Other Names

• James Clifford Mcclure