Eric Jason Kelman

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.
  Conshohocken, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Plymouth Meeting, PA

Other Businesses

Business Ownership; Kelman and Magliari Realty LLC; partner; An LLC we purchased a piece of real estate in; 2070 butler pike, , plymouth meeting, PA, 19462; Investment-Related; 07/01/2014; 1 to 9 hours per month; 1 to 9 during trading hours / Kelman and Magliari Management Company; owner...administrative; Management Company for the expenses of our financial planning practice; 2070 butler Pike, , plymouth meeting, PA, 19462; Not Investment-Related; 12/18/2006; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-08-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant