Best Investors Account Sign in
Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 1997-01-15
  • TX RA
    APPROVED
    Since 1997-01-15

Branch Locations

911 W Loop 281 Ste 113, Longview, TX 75604 • United States

Longview, TX • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Shreveport LA 10/1996 03/2020
Ameriprise Financial Services, Llc Longview TX 03/2020 Present
Other Businesses

Business Ownership; Damage Control Associates; ; Wildlife Damage Control/Mitigation; 1503 StonewallLongview, TX 75604, ,; ; ; 1 to 9 hours per month; / TWP Operations; Co-owner; Financial Planning; 911 NW Loop 281, Ste 113, Longview, TX, 75604; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours. Board of Directors; United Metodist Church; Texas Annual Conference UMC Pension Board Member; 5215 Main St, Houston, TX, ,; ; 10/12/2016; 1 to 9 hours per month; 1 to 9 during trading hours / East Texas Alzheimers Alliance; Investment Committee Head Board Member; 1125 Judson Rd, , Longview, TX, 75604; Not Investment-Related; 09/08/2018; 1 to 9 hours per month; 0 during trading hours / Greater East Texas Estate Planning Council; Speakers Committee; 1125 Judson Road, Suite 100, , Longview, TX, 75601; Not Investment-Related; 10/14/2022; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; TWP Operations; Co-owner; Financial Planning Establishing entity for succession and business planning for my Ameriprise practice; 911 NW Loop 281, 113, Longview, TX, 75604; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-01-10
  • S63 Uniform Securities Agent State Law Examination
    1997-01-10
Other Names
  • Steve Jones

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Longview, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor