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Credentials
Series 63
Experience Industry experience
34 years
Location
Sutton, WV
Ameriprise
Institution
James Dolan Jr. is a financial advisor at Ameriprise with 34 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored advice, primarily focusing on assets held in Ameriprise-managed accounts.
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.
Sutton, WV
Sutton WV
Advisors at this office
1
West Virginia
34 years of industry experience
Ameriprise
2020 - Present • 6 years
Gassaway, WV
Ameriprise Financial Services, Inc.
2005 - 2020 • 15 years
Gassaway, WV
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Insurance agent
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Bank
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Fund sponsor
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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.
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