Ameriprise Financial Services
46yrs
Top advisor by experience in Toledo
2yrs
James Brown is a fiduciary financial advisor in Toledo, Ohio, with 2 years in the industry. James joined Ameritas Advisory Services in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Ameritas Advisory Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 336 advisors with offices in Toledo, and one of 261 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office114 S Superior St, Toledo, OH 43604
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$448,118
Advisors at the firm551
States licensed ?1 state
Services through Ameritas Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- Jan 2025 – nowAmeritas Advisory Services, LLCCurrent firm
Contact James
(800) 335-9858Firm headquarters in Lincoln, NE. Ask for James. 114 S Superior StToledo, OH 43604Office · Get directions Firm websitewww.ameritas.com/investments
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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 Ameritas Advisory Services at (800) 335-9858 and ask for James Brown. James works from the Toledo, OH office.
How long has James been a financial advisor?
James has been in the industry since 2024, about 2 years. 2 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?
Ameritas Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other 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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