Janet Geoffroy Palmatier

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.
  State College, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  State College, PA

Other Businesses

Business Ownership; Janet Palmatier 401k Profit Sharing Plan; Owner; Manage Ameriprise Business; 2311 Prairie Rose Ln, , State College, PA, 16801; Investment-Related; 01/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Janet Palmatier Cash Balance Plan; Owner; Manage Ameriprise Business; 2311 Prairie Rose Ln, , State College, PA, 16801; Investment-Related; 09/29/2025; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-01-02

Other Names

• Janet Marie Geoffroy