Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
30 years
Location
Paris, TX 75460-4755
Ameriprise
Institution
James Callaway is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves on the board of directors for Episcopal Day School and Quest Academy, is Vice President there, and participates in several church-related finance and ministry committees. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that works alongside advisors to provide written recommendations and ongoing guidance focused on dependable income and tax-aware withdrawal strategies.
Based on Ameriprise
Based on Ameriprise
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Paris, TX Lamar Ave
2219 Lamar Ave
Paris TX 75460-4755
Advisors at this office
2
Texas
30 years of industry experience
Ameriprise
2020 - Present • 6 years
Paris, TX
Ameriprise Financial Services, Inc.
2012 - 2020 • 8 years
Paris, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Paris, TX
Benjamin F. Edwards & Company, Inc.
Samuel Smeed is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and having five years of industry experience. His prior roles include positions at Cetera Investment Services, Fidelity Investments, and Charles Schwab. Benjamin F. Edwards & Company provides investment advice and related services to a broad range of clients, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers both model-based and customized investment strategies and maintains an in-house trading desk alongside broker-dealer operations.
Series 66
Paris, TX
Edward Jones
Marissa Archer is a financial advisor at Edward Jones in Paris, TX, with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019, with prior experience as a full-time student and a position at Buckle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Series 66
Paris, TX
Edward Jones
Jill Cobb is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and previously worked at Benjamin F Edwards & Co from 2019 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets with a network of over 23,700 advisors and 15,000 branch offices nationwide.
Series 66
Paris, TX
Edward Jones
Jarred Archer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Campbell's Company and Mars. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Series 66
Paris, TX
Edward Jones
Joshua Williams is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at USHealth Group, Farmers Bank & Trust, and First Financial Bank. He has also worked in the hospitality sector, including roles at Abilene Country Club and Four Seasons Golf and Sports Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.
Series 63, Series 66
Paris, TX
Edward Jones
Ryan Lassiter is a financial advisor with Edward Jones in Paris, TX, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions, and managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.
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