Joel D Ayers

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

• 01/2013 → 12/2018
  Bb&T Investment Services, Inc.
  Kernersville, NC
• 01/2018 → 12/2018
  Bb&T Securities, Llc
  Kernersville, NC
• 12/2018 → 03/2020
  Ameriprise Financial Services Inc
  High Point, NC
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Winston Salem, NC

Previous Registrations

• 2018-01-02 → 2018-12-20
  Bb&T Securities, Llc
  Lewisville, NC
  Raleigh, NC
  Charlotte, NC
  Winston Salem, NC
  Kernersville, NC
  Kernersville, NC
  Winston Salem, NC
  Winston-Salem, NC
  Reidsville, NC
  Eden, NC
  Madison, NC
• 2013-01-16 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Chapel Hill, NC
  Winston Salem, NC
  Winston-Salem, NC
  Winston Salem, NC
  Winston Salem, NC
  Winston-Salem, NC
  Kernersville, NC
  Kernersville, NC
  Winston Salem, NC
  Winston-Salem, NC
  Reidsville, NC
  Madison, NC
  Oak Ridge, NC
  Eden, NC
  Winston Salem, NC
  Winston-Salem, NC
  Winston Salem, NC
  Raleigh, NC
  Winston-Salem, NC
  Lewisville, NC
  Reidsville, NC
  Eden, NC
  Madison, NC
• 2013-01-02 → 2013-01-15
  Raymond James Financial Services Advisors, Inc
  Lexington, NC

Other Businesses

Business Ownership; Pops Rocks; Trustee; Trustee for family-held LLC to receive royalties; 260 Deer Path Lane, , Lexington, NC, 27295; Not Investment-Related; 10/01/2023; 1 to 9 hours per month; 0 during trading hours / Patricia Ruff Ayers Rentals; Trustee; Real Estate; 260 Deer Path Lane, , Lexington, NC, 27295; Not Investment-Related; 10/01/2023; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2012-12-09
• S63 Uniform Securities Agent State Law Examination
  2000-02-06

Other Names

• Jody Dermont Ayers
• Joel D Ayers
• Joel Dermont Ayers