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An Ameriprise Private Wealth Advisory Practice

 
 
James S Bennett Jr Ameriprise Financial Advisor

James S Bennett Jr

CFP®, CRPC®

Private Wealth Advisor

 

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(425) 462-7900

james.s.bennett@ampf.com

 
 
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BENNETT & ASSOCIATES

A private wealth advisory practice of Ameriprise Financial Services, Inc.

Office Locations

10801 Main St
Ste 204
Bellevue, WA 98004-6366
Map Phone: (425) 462-7900 Fax: (425) 462-7910

Hours: Monday8:15 a.m. - 5 p.m.
Tuesday8:15 a.m. - 5 p.m.
Wednesday8:15 a.m. - 5 p.m.
Thursday8:15 a.m. - 5 p.m.
Friday8:15 a.m. - 4 p.m.

1482 East Valley Rd Ste 45
PO Box 5218
Santa Barbara, CA 93150-5218
Map Phone: (805) 969-5291

Our Unique Objective

Helping clients clarify their dreams, wants and goals. We prepare clients for the certainty of uncertainty by taking a comprehensive approach and then we help client's remain accountable to that plan. We build long lasting relationships and help put client’s dreams more within reach.

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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    License Information

    I am licensed and registered to conduct business in WA.
    Based on licenses and registrations I hold, I may also conduct business in MN, NV, ID, OR, AZ, HI, TX, CA.

    CA Insurance #0817066

    • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
    • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
    • Ameriprise Financial cannot guarantee future financial results.
    • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

    © 2005-2012 Ameriprise Financial, Inc. All rights reserved. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.