Best Investors Account Sign in

Natasha Yvonne Jackson-Gorham

Ameriprise Financial Services, LLC

Columbia, SC

Sumter, SC

CRD 2783758

Claim This Profile
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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2008-01-02
SC RA APPROVED 1997-01-14
  • TX RA
    APPROVED_RES
    Since 2008-01-02
  • SC RA
    APPROVED
    Since 1997-01-14

Branch Locations

1813 Pickens St, Columbia, SC 29201 • United States

Sumter, SC • 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
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Columbia SC 08/1996 03/2020
Ameriprise Financial Services, Llc Columbia SC 03/2020 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-10-03
  • S63 Uniform Securities Agent State Law Examination
    1996-10-03
Other Names
  • Natasha Yvonne Jackson
  • Natasha Yvonne Jackson

View on SEC IAPD

Nearby Firms

INDEPENDENT ADVISOR ALLIANCE, LLC
APOLLON WEALTH MANAGEMENT, LLC
ABACUS PLANNING GROUP, INC.

Nearby Investors

STEPHANIE YAUN VOKRAL
Kevin Raphael Kelly
BRADLEY K HUMPHRIES

Nearby Offices

INDEPENDENT ADVISOR ALLIANCE, LLC · Columbia, SC
APOLLON WEALTH MANAGEMENT, LLC · Columbia, SC
ABACUS PLANNING GROUP, INC. · COLUMBIA, SC

More in Columbia, SC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor