Advisor profile

My approach

Jim Middlebrook - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Jim Middlebrook - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Charitable Giving
  • Insurance
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.




  • B.S., 1977, civil engineering University of Houston


  • Fishing for catfish & crappie followed by a big family fish fry
  • Exploring the great outdoors and hiking
  • Cooking anything I can think of on the Big Green Egg
  • Writing

Community participation

  • Member of Bent Tree Bible Fellowship, Carrollton, TX
  • Board member of the Methodist Richardson Medical Center Foundation, Richardson, TX (2011 through 2016)

Awards & recognition

  • Five Star Wealth Manager, 2012 -2017
  • Ameriprise Circle of Success, 2012-2016

Professional associations

  • Financial Planning Association
  • Kingdom Advisors
  • Estate Planning Council of North Texas

Previous experience

  • United States Navy, Officer, 1977-1985

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.