Lasalle St. Investment Advisors
47yrs
Top advisor by experience in Oregon
1yr
James Stephens
Financial advisor at Ameriprise Financial Services
James Stephens has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Portland, Oregon. James joined Ameriprise Financial Services in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1175 advisors with offices in Portland, and one of 1075 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
OfficePortland, OR
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 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowAmeriprise Financial Services, LLCCurrent firm
Contact James
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for James. Portland, OROffice · Get directions LinkedIn pageAmeriprise Financial ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask James
Tailored to James’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Stephens. James works from the Portland, OR office.
How long has James been a financial advisor?
James has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does James hold?
Series 66. 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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