Jordyn Vanessa James

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

• 08/2024 → Present
  Ameriprise Financial Services, Llc
  Charlotte, NC
• 08/2014 → 06/2018
  Providence High School
  Charlotte, NC
• 06/2016 → 04/2018
  Ymca
  Charlotte, NC
• 04/2018 → 08/2019
  Abercrombie And Fitch
  Charlotte, NC
• 05/2019 → 01/2021
  Chipotle
  Charlotte, NC
• 04/2020 → 07/2020
  Amazon
  Charlotte, NC
• 11/2020 → 06/2021
  Dicks Sporting Goods
  Raleigh, NC
• 06/2021 → 07/2021
  Ksl Associate
  Raleigh, NC
• 06/2021 → 07/2022
  Wells Fargo
  Raleigh, NC
• 07/2022 → 11/2022
  Unemployed
  Charlotte, NC
• 11/2022 → 11/2023
  Truliant Federal Credit Union
  Charlotte, NC
• 11/2023 → 02/2024
  Unemployed
  Charlotte, NC
• 02/2024 → 05/2024
  Texas Roadhouse
  Charlotte, NC
• 04/2024 → 06/2024
  Robert Half
  Charlotte, NC
• 06/2024 → 08/2024
  Ulta Beauty
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-18
• S63 Uniform Securities Agent State Law Examination
  2025-05-28

Other Names

• Jordyn Vanessa James
• Jordyn V James
• Jordyn James