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 2026-05-12
PA RA APPROVED 2022-09-16
  • TX RA
    APPROVED
    Since 2026-05-12
  • PA RA
    APPROVED
    Since 2022-09-16

Branch Locations

1000 Germantown Pike Ste A1, Plymouth Meeting, PA 19462-2481 • United States

610 Freedom Business Ctr Dr Ste 230, King Of Prussia, PA 19406-1329 • United States

Phoenixville, PA • 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
Sei Investments Oaks PA 07/2001 12/2016
Ameriprise Financial Services, Llc Plymouth Meeting PA 06/2022 Present
Strategic Investment Group Arlington VA 12/2016 04/2022
  • 07/2001 → 12/2016
    Sei Investments
    Oaks, PA
  • 06/2022 → Present
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-06
S63 Uniform Securities Agent State Law Examination 2004-04-27
  • S66 Uniform Combined State Law Examination
    2022-09-06
  • S63 Uniform Securities Agent State Law Examination
    2004-04-27
Designations
Other Names
  • Jane Elissa Sarson
  • Jane Elissa Sarson
  • Jane Elissa Kerr

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Plymouth Meeting, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor