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James Richard Merdian

American Century Investments Private Client Group, Inc.

Kansas City, MO

Blue Springs, MO

CRD 6896101

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Employer firm

American Century Investments Private Client Group, Inc. CRD 290043

$2.33B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
American Century Investments Private Client Group, Inc.

4400 Main Street, Kansas City, MO 64111-7709 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-02-27
MO RA APPROVED 2020-09-14
TX RA APPROVED 2020-09-14
  • KS RA
    APPROVED
    Since 2024-02-27
  • MO RA
    APPROVED
    Since 2020-09-14
  • TX RA
    APPROVED
    Since 2020-09-14

Branch Locations

4400 Main Street, Kansas City, MO 64111-7709 • United States

Blue Springs, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Century Investment Services, Inc. Kansas City MO 09/2018 Present
American Century Investments Kansas City MO 05/2018 08/2018
University Of Missouri Columbia MO 08/2014 06/2018
Mueller Painting Llc. Lee's Summit MO 05/2015 08/2017
  • 09/2018 → Present
    American Century Investment Services, Inc.
    Kansas City, MO
  • 05/2018 → 08/2018
    American Century Investments
    Kansas City, MO
  • 08/2014 → 06/2018
    University Of Missouri
    Columbia, MO
  • 05/2015 → 08/2017
    Mueller Painting Llc.
    Lee's Summit, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-12
S63 Uniform Securities Agent State Law Examination 2018-10-22
  • S65 Uniform Investment Adviser Law Examination
    2020-09-12
  • S63 Uniform Securities Agent State Law Examination
    2018-10-22
Other Names
  • Jimmy Richard Merdian

View on SEC IAPD

Nearby Firms

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U.S. BANCORP ADVISORS, LLC

Nearby Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO

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