Jason Gordon Bedford

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

• 04/1994 → 10/2017
  American Federal Bank
  Moorhead, MN
• 08/2003 → 10/2017
  Invest Financial Corp
  Tampa, FL
• 10/2017 → 03/2020
  Ameriprise Financial Services, Inc.
  Fargo, ND
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Fargo, ND

Previous Registrations

• 2004-07-26 → 2017-10-03
  Invest Financial Corporation
  Fargo, ND
  Moorhead, MN
  Northwood, ND
  Fergus Falls, MN
  Hallock, MN
  Fargo, ND
  Fargo, ND
  Warren, MN
  Ada, MN

Other Businesses

Business Ownership; Moberlies, LLC; General Manager; Bookkeeping;; LLC with a focus on holding lake real estate; 4002 9th St S, , Moorhead, MN, 56560; Not Investment-Related; 01/26/2001; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Otter Tail River Management; Board Member; 310 Cty Hwy 1, , Ottertail, MN, 56571; Not Investment-Related; 07/01/2022; 1 to 9 hours per month; 0 during trading hours. Outside Employment; LFP Consulting, LLC; Financial Advisor -; Payroll and Benefits Entity; 125 Buckskin Ave Ste 200, , Bismarck, ND, 58503; Not Investment-Related; 10/02/2017; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-05
• S63 Uniform Securities Agent State Law Examination
  1998-10-12

Designations

• Certified Financial Planner