James McLean

Financial advisor at Ameriprise Financial Services, LLC

Last updated 2026-10-10

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James McLean is a financial advisor at Ameriprise Financial Services, LLC, CRD 6688487. Licenses and exams on the registration: Series 66. IAPD registration began 2016-12-02.

Registration

CRD number
6688487
Registration status
Active
IAPD registration
2016-12-02
Industry Experience
9 years
Work Experience
10 years
States registered
SC, TX

Licenses and exams

  • Series 66

Work history

  • 2016-08 to 2025-02 · Edward Jones · St. Louis, MO
  • 2025-02 to Present · Ameriprise Financial Services, LLC · Myrtle Beach, SC

Current employment

SEC IAPD record for James McLean

Ameriprise Financial Services, LLC

Regulatory AUM
$660,474,421,776
Registered advisors
12,966
Offices
7,819
Clients per advisor
106.9 (Moderate)
Average AUM per client
$476.4K (Low)
High-net-worth client ratio
13.3% (Low)

Ameriprise Financial Services, LLC: advisors, services and reported ETF investments

About

James McLean is a financial advisor at Ameriprise Financial Services, LLC. Reported securities licenses include Series 66. The latest record indicates 9 years of industry experience and 10 years of reported work history. Reported roles include Edward Jones.

SEC disclosures list additional business and community activities: Real Estate Ownership; Single Family; 7100 Shooting Star Way: Business ownership; mclean sra, llc; co-owner; mclean sra, llc this is the account i will deposit our ameriprise paycheck then complete payroll.

Ameriprise Financial Services, LLC's firm-level Form ADV reports 12,966 advisors across 7,819 offices; approximately 106.9 clients per advisor, average assets per client of $476,420, and regulatory AUM of $660.5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Insurance companies; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Ameriprise Financial Services, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Commodity Pool Operator or Trading Advisor
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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