James Nicholas Merriweather

Employer firm

Ipsen Advisor Group CRD 318010

$236M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2017 → 12/2020
  Ameriprise Financial Services, Inc.
  Little Rock, AR
• 08/2009 → 08/2017
  Salty Dog Boating Center
  Hot Springs, AR
• 08/2013 → 12/2016
  Henderson State University
  Arkadelphia, AR
• 01/2022 → Present
  Ipsen Advisor Group Llc
  Little Rock, AR
• 01/2021 → 03/2022
  Sowell Management D/B/A Ipsen Advisor Group
  Little Rock, AR

Previous Registrations

• 2019-04-18 → 2021-01-06
  Ameriprise Financial Services, Llc
  Little Rock, AR

Other Businesses

NAME OF OBA: IPSEN PARTNERS, LLC; ADDRESS OF OBA: LITTLE ROCK, AR 72202; NATURE: MANAGEMENT AND BILL PAYMENTS FOR ADVISORY BUSINESS; INVESTMENT RELATED: NO; TITLE WITH OBA: OWNER/MANAGER; DUTIES: PARTICIPATE IN MANAGEMENT MEETINGS AND BUSINESS PLANNING; START DATE: 01/01/2024; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-06-26
• S65 Uniform Investment Adviser Law Examination
  2016-12-13

Designations

• Certified Financial Planner

Other Names

• Nick Merriweather