James M Halverson

Current Employers

Employment History

• 02/2018 → 01/2025
  Ameriprise Financial
  Minneapolis, MN
• 12/2016 → 02/2018
  Ameriprise Financial
  Minneapolis, MN
• 07/2015 → 12/2016
  Ameriprise Financial
  Minneapolis, MN
• 02/2025 → Present
  Osaic Wealth, Inc.
  Sioux Falls, SD

Other Businesses

1. JAMIE HALVERSON POSITION: Freelance musician NATURE: Individual - freelance musician INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020 ADDRESS: 921 N Archer Dr, Sioux Falls, SD 57103 DESCRIPTION: Sing and play guitar at small events, sometimes for a fee, sometimes for tips Income Per Year: UNDER $10,000 Total Hours Per Month: 0 - 20 Total Hours Per Month During Trading Hours: 0 - 20 Does this activity include providing investment advice, conducting securities trading, or managing the assets of others? No 2. GARRY PRIVATE WEALTH RESOURCES POSITION: Director of Operations NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 120 START DATE: 01/27/2025 ADDRESS: 2601 S Western Ave, Sioux Falls SD 57105, United States DESCRIPTION: Operations Management and Client Service support

Exams

• S66 Uniform Combined State Law Examination
  2025-09-05