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James P Lombardo, Private Wealth Advisor serving the New York, NY area - Ameriprise Advisors

James P Lombardo

Private Wealth Advisor

Managing Director
Clear Ocean Capital Advisors

An Ameriprise Private Wealth Advisor

29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 13 reviews
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EMAIL
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Charitable Giving
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Investment Management

Awards & recognition

  • Ameriprise Circle of Success, 2020, 2021
  • Clear Ocean Capital Advisors, Ameriprise Client Experience Award, 2021

Connect with us

James P Lombardo may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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