Robert Jyue Wang

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:

Current Employers

Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2015-10-28
TX	RA	APPROVED	2015-10-23

GA RA
APPROVED

Since 2015-10-28
TX RA
APPROVED

Since 2015-10-23

Branch Locations

3333 Piedmont Rd Ne Ste 2050, Atlanta, GA 30305-1713 • United States

Johns Creek, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Atlanta	GA	10/2015	03/2020
Ameriprise Financial Services, Llc	Atlanta	GA	03/2020	Present

10/2015 → 03/2020

Ameriprise Financial Services, Inc.

Atlanta, GA
03/2020 → Present

Ameriprise Financial Services, Llc

Atlanta, GA

Previous Registrations

2002-06-13 → 2015-11-03

Equitable Advisors, Llc

Decatur, GA

Atlanta, GA

Atlanta, GA

Atlanta, GA

Other Businesses

Independent Insurance Brokering; Guardian / Berkshire; 05/01/2003; Disability Income. Board of Directors; Georgia Tech Class of 2001 25th Reunion Committee; Committee member; 9565 Stoney Ridge Ln, , Johns Creek, GA, 30022; Not Investment-Related; 03/01/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-12-28

S66 Uniform Combined State Law Examination

2001-12-28

Designations

Certified Financial Planner

Other Names

Robert Jvue Wang

View on SEC IAPD