Ameriprise Financial Services
44yrs
Top advisor by experience in Saddle Brook
26yrs
James Stein is a fiduciary financial advisor in Saddle Brook, New Jersey, with 26 years in the industry. James joined Ameriprise Financial Services in 2024, after 16 years at Wells Fargo Advisors and a year at A. G. Edwards & Sons. James holds the CFP® designation.
One of 109 advisors with offices in Saddle Brook, and one of 97 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 25% by experience nationwide
Office250 Pehle Ave Suite 500 Park 80 West, Plaza Two, Saddle Brook, NJ 07663
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowAmeriprise Financial Services, LLCCurrent firm
- 2008 – 2024Wells Fargo Clearing Services, LLCPreviously
- Oct 2006 – Jan 2008A. G. Edwards & Sons, Inc.Previously
Contact James
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for James. 250 Pehle Ave Suite 500 Park 80 West, Plaza TwoSaddle Brook, NJ 07663Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- 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 Ameriprise Financial Services at (612) 671-3131 and ask for James Stein. James works from the Saddle Brook, NJ office.
How long has James been a financial advisor?
James has been in the industry since 2000, about 26 years. Top 25% by experience nationwide.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
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.
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