Jessica Raye Purcell

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

• 08/2002 → 03/2020
  Ameriprise Financial Services, Inc.
  Cedar Falls, IA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Cedar Falls, IA

Other Businesses

Other Business Activities; cattle farm/hobby farm; I file IRS schedule F as I have a small cattle farm. I have farm expenses associated with the purchase of livestock, feed, baling hay, fertilizer, chemicals, repairs and maintenance of equipment used to maintain the farm which in turn is my personal property. The farm is NOT separate from my personal property. My involvement in the operation is solely due to the fact that my personal property is located on the farm. The number of hours spent per month on this activity for the actual operation of the business is minimal. The amount of time I spend associated with this "OBA" per month is really no different than the amount of time a regular homeowner would spend mowing their lawn, fertilizing, weed control, etc...I just happen to have more area to maintain. The property does not interfere in any way with my professional business activities.; 1970 268th Street, (home address), Denver, IA, 50622; Not Investment-Related; 07/01/2023; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-05
• S63 Uniform Securities Agent State Law Examination
  2014-03-31

Other Names

• Jessica Raye Edwards
• Jessica Purcell
• Jessica Raye Jenkins