Jenna Mitchell Everett

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  St Joseph, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  St Joseph, MI

Other Businesses

Business Ownership; Everett Properties, LLC; other; rental real estate; 2285 Riverbend Drive , , Benton Harbor, MI, 49022; Not Investment-Related; 07/01/2007; 0 hours per month; 0 during trading hours. Outside Employment; TI Collective LLC; I am paid through this LLC; Manage advisory business; 2603 Niles Avenue, , St Joseph , MI, 49085; Investment-Related; 01/01/2024; 20 to 39 hours per month; 20 to 39 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-04-29

Designations

• Certified Financial Planner

Other Names

• Jenna Lee Mitchell