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Joseph M Monteleone

Ameriprise Financial Services, LLC

Chester, NJ

Summit, NJ

CRD 5286830

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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-07
NJ RA APPROVED 2024-11-14
  • TX RA
    APPROVED
    Since 2025-01-07
  • NJ RA
    APPROVED
    Since 2024-11-14

Branch Locations

Chester, NJ • United States

129 Summit Ave Fl 2Nd, Summit, NJ 07901 • 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
Morgan Stanley Morristown NJ 06/2009 05/2024
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2024 11/2024
Northwestern Mutual Investment Services Llc Jamison PA 06/2024 11/2024
Jco Holdings Llc Jamison PA 07/2024 11/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 07/2024 11/2024
Ameriprise Financial Services, Llc Summit NJ 11/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-02
  • S66 Uniform Combined State Law Examination
    2009-03-02
Designations
  • Chartered Financial Analyst
Other Names
  • Joseph Michael Monteleone
  • Joseph Monteleone

View on SEC IAPD

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