Jason Mitchell Burt

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
NY	RA	APPROVED	2021-04-16
CA	RA	APPROVED	2019-02-19
CT	RA	APPROVED	2002-07-29

NY RA
APPROVED

Since 2021-04-16
CA RA
APPROVED

Since 2019-02-19
CT RA
APPROVED

Since 2002-07-29

Branch Locations

Rhinebeck, NY • United States

27 Collegeview Ave, Poughkeepsie, NY 12603 • United States

Lagrangeville, NY • 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.	Briarcliff Manor	NY	08/2006	03/2020
Ameriprise Financial Services, Llc	Poughkeepsie	NY	03/2020	Present

08/2006 → 03/2020

Ameriprise Financial Services, Inc.

Briarcliff Manor, NY
03/2020 → Present

Ameriprise Financial Services, Llc

Poughkeepsie, NY

Other Businesses

Business Ownership; ClearPath FP Consulting; manage flow of income and expenses from Financial Planning practice; Consulting; 176 Church StreetPoughkeepsie, NY 12601, ,; Not Investment-Related; 03/01/2019; 1 to 9 hours per month; 0 during trading hours / KPJBMM Realty LLC; manage investment property; Consulting; 27 Collegeview Avenue, , Poughkeepsie, NY, 12603; Investment-Related; 08/01/2022; 1 to 9 hours per month; 0 during trading hours / 25 KPJBMM LLC; Co-owner; Consulting; 25 Collegeview Avenue, , Poughkeepsie, NY, 12603; Investment-Related; 03/27/2025; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Premier Cares Foundation; Board Member; P.O. Box 93 Pleasant Valley, NY 12569, ,; Not Investment-Related; 06/07/2018; 1 to 9 hours per month; 0 during trading hours. Outside Employment; CJR Consulting LLC; Financial advisor; Manage advisory business; 27 Collegeview Ave, , Poughkeepsie, NY, 12603; Investment-Related; 03/01/2024; 10 to 19 hours per month; 10 to 19 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-07-26

S66 Uniform Combined State Law Examination

2002-07-26

View on SEC IAPD