Jennifer Doherty

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

• 12/2014 → 03/2021
  Namey Financial Group
  Jacksonville, FL
• 03/2016 → 11/2019
  H. Beck, Inc.
  Bethesda, MD
• 11/2019 → 03/2021
  Lpl Financial Llc
  Jacksonville, FL
• 03/2021 → 10/2022
  Sofi Securities Llc
  San Fransisco, CA
• 03/2021 → 10/2022
  Sofi Wealth Llc
  San Fransisco, CA
• 11/2022 → Present
  Ameriprise Financial Services, Llc
  Ponte Vedra Beach, FL

Previous Registrations

• 2021-04-29 → 2022-11-01
  Sofi Wealth Llc
  San Francisco, CA
  Jacksonville, FL
• 2019-12-04 → 2021-04-08
  Lpl Financial Llc
  Jacksonville, FL
  San Diego, CA
  Jacksonville, FL
• 2018-04-11 → 2019-12-13
  Grove Point Investments, Llc
  Jacksonville, FL
• 2006-06-14 → 2009-07-07
  Lpl Financial Llc
  Sandwich, MA

Other Businesses

Business Ownership; BTB Lacrosse, LLC; Co-owner; High school lacrosse club; 1105 Kingsland Ct, , St Johns, FL, 32259; Not Investment-Related; 07/22/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-14

Other Names

• Jennifer L Flanigan
• Jennifer Lee Flanigan
• Jennifer Lee Doherty
• Jennifer Flanigan
• Jennifer L Doherty
• Jennifer Doherty