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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 2pm

J.W. Thomas II - Ameriprise Financial Advisor

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Annapolis, MD
J.W. Thomas II - Ameriprise Financial Advisor

Private Wealth Advisor at Ameriprise Financial Services, LLC J.W. First, I take the time to understand what’s truly important to you.

Thomas II, CRPC™, APMA™, AWMA™, AAMS™, CMFC™, CMFA®
Private Wealth Advisor at Ameriprise Financial Services, LLC

Ameriprise Financial is the #1 most trusted Wealth Manager
Our clients and their goals are at the center of all we do. We are proud to be part of Ameriprise Financial, the #1 most trusted Wealth Management company according to Investor’s Business Daily. As an Ameriprise financial advis

or, I deliver personalized financial advice to help you achieve your goals, today and tomorrow. Together, we’ll document your goals, track your progress online and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings – both the expected and the unexpected. Areas of Focus:

Retirement Income Strategies
Investment Management
Sustainable and Responsible Investing
Wealth Preservation Strategies
Retirement Planning Strategies
Charitable Giving
Estate Planning Strategies

Working Together:

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. Awards & Recognition:

FIVE STAR Wealth Manager*, Baltimore Magazine 2012-2024
Ameriprise Circle of Success, 2007-2008, 2023

Professional Associations:

Financial Planning Association
Investments and Wealth Institute
Million Dollar Round Table

Designations:
CRPC™ Chartered Retirement Planning Counselor™
APMA™ Accredited Portfolio Management Advisor™
AWMA™ Accredited Wealth Management Advisor™
AAMS™ Accredited Asset Management Specialist™
CMFC™ Chartered Mutual Fund Counselor™
CMFA® Certified Military Financial Advisor®

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. Disclosure:

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

07/04/2026

As we celebrate Independence Day, we're reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

06/30/2026

An unexpected illness or injury can change more than your health. Disability income insurance helps provide a monthly benefit if you’re unable to work, so you can focus on recovery instead of financial stress. Planning ahead gives you more certainty when life takes an unexpected turn. Reach out if you’d like to start the conversation.

06/23/2026

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and employer coverage may not fully replace what you earn. Disability income insurance can help protect your lifestyle if work becomes impossible. Let’s talk about how to help protect what you work so hard for.

06/20/2026

Let’s connect if you’d like to explore strategies to take advantage of AI-fueled growth opportunities, while also balancing against potential risk.

Could the AI engine overheat?

06/19/2026

Our offices will be closed today - June 19 in the observance of the Juneteenth Federal Holiday. We will resume operations on Monday morning.

06/17/2026

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

06/16/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

06/15/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

Address

Annapolis, MD

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 2pm

Telephone

+14438371071

Website

http://www.ameripriseadvisors.com/james.w.thomas

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