Jane Sarson Kerr

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

• 07/2001 → 12/2016
  Sei Investments
  Oaks, PA
• 06/2022 → Present
  Ameriprise Financial Services, Llc
  Plymouth Meeting, PA
• 12/2016 → 04/2022
  Strategic Investment Group
  Arlington, VA

Other Businesses

Real Estate Ownership; Multi-Family; 241 4th Ave, , Phoenixville, PA, 19460; Not Investment-Related; 11/01/2019 / Multi-Family; 243 4th ave, , Phoenixville, PA, 19460; Not Investment-Related; 09/15/2022 / Multi-Family; 2901 Doris Court, , Phoenixville, PA, 19460; Not Investment-Related; 05/01/2012 / Multi-Family; 304 gay St, , Phoenixville, PA, 19460; Not Investment-Related; 05/01/2015 / Multi-Family; 306 gay st, , phoenixville, PA, 19460; Not Investment-Related; 04/01/2014 / Multi-Family; 38 N. Main Street, , Spring City, PA, 19436; Not Investment-Related; 07/01/2013 / Multi-Family; 422 Holstein st., , Bridgeport, PA, 19405; Not Investment-Related; 10/01/2010 / Multi-Family; 608 Wentworth drive, , King of Prussia, PA, 19406; Not Investment-Related; 08/01/2007 / Single Family; 605 cherry lane, , Phoenixville, PA, 19460; Not Investment-Related; 06/01/2026. Outside Employment; KSP MLS LLC; AFA - Financial Advisor; AFA; 1000 Germantown Pike Suite A1, , Plymouth Meeting, PA, 19460; Investment-Related; 01/01/2023; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; good works lnc, finance committee member; committee oversees/approves annual budget. Not Board Member; 82 Pearl Aly, , Coatesville, PA, 19320; Investment-Related; 02/01/2022; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-06
• S63 Uniform Securities Agent State Law Examination
  2004-04-27

Designations

• Certified Financial Planner

Other Names

• Jane Elissa Sarson
• Jane Elissa Sarson
• Jane Elissa Kerr