ChooseAFinancialAdvisor.com
Advisors / Pennsylvania / Washingtion
45yrs

James Morrow

Full name on record: James Clair Morrow

Financial advisor at Ameriprise Financial Services

James Morrow has worked in the financial industry for 45 years and is a financial advisor based in Washingtion, Pennsylvania. James has been with Ameriprise Financial Services since 2019; before that, James spent eight years at Osaic Fa. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

Washingtion, PA 15301Top 1% by experience in Pennsylvania
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At a glance

Experience45 years (since 1981)
How that compares ?Top 1% by experience in Pennsylvania
Office100 Adios Dr Suite 1121, Washingtion, PA 15301
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state

Services through Ameriprise Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. 2019 – now
  2. 2011 – 2019
    Osaic Fa, Inc.Previously

Contact James

Local office(412) 638-3446Ask for James. (612) 671-3131Main office · Minneapolis, MN 100 Adios Dr Suite 1121
Washingtion, PA 15301Office · Get directions LinkedIn pageAmeriprise Financial Services

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Questions to ask James

Tailored to James’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About James

How do I contact James?

Call James’s local office at (412) 638-3446 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for James Morrow.

How long has James been a financial advisor?

James has been in the industry since 1981, about 45 years. Top 1% by experience in Pennsylvania.

What licenses does James hold?

Series 63. Tap any license on this page to see what it allows.

Is James a fiduciary?

James is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is James paid?

Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.