Jennifer Nicole Gray

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

• 06/2007 → 03/2020
  Ameriprise Financial Services, Inc.
  Charlestown, MA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Winchester, MA

Other Businesses

Real Estate Ownership; Single Family; 115 Timmothy Rd, , Sunapee, NH, 03782; Not Investment-Related; 05/25/2022. Business Ownership; Watermelon Bay LLC; Co-owner; Manage Ameriprise Business; 48 Mt. Vernon st. suite 301, , Winchester , MA, 01890; Investment-Related; 11/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Super Duper Toolbox LLC; Co-owner; Intellectual property holding company; 48 Mt Vernon St. Suite 301, , Winchester , MA, 01890; Not Investment-Related; 11/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / I Carried A Watermelon; Owner and manager of the S-Corp.; An S-Corp for cash flow purposes only; 48 Mount Vernon St Suite 301, , Winchester, MA, 01890; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 0 during trading hours / Unapologetically Us LLC; Co-owner; Consulting; 48 Mount Vernon St Suite 301, , Winchester, MA, 01890; Not Investment-Related; 01/02/2024; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-30

Designations

• Certified Financial Planner

Other Names

• Jennifer Nicole Baker
• Jennifer Nicole Baker
• Jennifer Gray