Ursula Sheila Mccarthy Johnson

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.
  Conshohocken, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Plymouth Meeting, PA

Other Businesses

Real Estate Ownership; Single Family; 1830 Pennington Rd., Philadelphia, PA 19151, ,; Investment-Related; 05/15/2015. Independent Insurance Brokering; Petersen International Underwriters; 02/18/2022; Disability Income. Business Ownership; PYMG, LLC; Audio/Visual Art Production; Visual Art; 1 Union Ave., #571, , Bala Cynwyd, PA, 19004; Not Investment-Related; 12/16/2020; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Holy Nation; Associate Minister - Preach/teach the Word of God as needed.; ; 2925 Ridge Ave., Philadelphia, PA 19121, ,; Not Investment-Related; 11/16/2018; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Life Turning Point of Philadelphia (FYI: formerly Wayne Hall; the name and ownership has changed, but everything else is the same); Teach Biblical principles of finance to women in a transitional housing program.; 5200 Wayne Ave., , Philadelphia, PA, 19144; Not Investment-Related; 05/03/2022; 1 to 9 hours per month; 0 during trading hours / Roving Poll Monitor; Roving Poll Monitor for Common Cause. Common Cause is a non-partisan grassroots organization. As a Roving Poll Monitor, I would assist with Election Protection by visiting one or two polling locations and reporting any issues that I witness on election day. Roving Poll Monitors are non-partisan volunteers who assist with election integrity by assiting voters, gathering data, reporting issues, and raising awareness for voting. They do NOT distribute partisan materials, challenge a voter's eligibility, or engage in confrontations. In general, Poll Monitors help all voters, regardless of party affiliation. As of right now, I don't know the exact polling locations I would be assigned to. This information is assigned based on volunteer availabilty so it may not be distributed until Election Day. But it's reasonable to say that I would be roving between Montgomery, Philadelphia, and/or Delaware counties (all in PA); Not available at this time (see above), , Not available at this time (see above), PA, 00000; Not Investment-Related; 11/08/2022; 0 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-11-14
• S63 Uniform Securities Agent State Law Examination
  2000-08-12

Other Names

• Ursula Sheila Mccarthy
• Ursula Sheila Mccarthy
• Ursula Sheila Mccarthy Johnson
• Ursula Johnson