Jeffrey Eric Israel

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

• 03/2011 → 05/2021
  Wells Fargo Securities, Llc
  Dallas, TX
• 03/2011 → 05/2021
  Wells Fargo Bank, N. A.
  Dallas, TX
• 05/2021 → 05/2024
  Hilltop Securities Inc.
  Dallas, TX
• 02/2025 → Present
  Ameriprise Financial Services, Llc
  Sandy Springs, GA
• 06/2024 → 12/2024
  Self Employed
  Dallas, TX

Other Businesses

Business Ownership; Black Emerald Health LLC; Owner; Consulting; PO Box 92043, , Southlake, TX, 76092; Investment-Related; 07/07/2025; 10 to 19 hours per month; 1 to 9 during trading hours / Dragon Ridge LLC; Co-owner; Manage Ameriprise Business; PO Box 92043, , Southlake, TX, 76092; Investment-Related; 01/01/2025; 10 to 19 hours per month; 1 to 9 during trading hours. Board of Directors; Southlake Baseball Association; Scheduler / Rec Director; 1100 Merlot Dr, , Southlake, TX, 76092; Not Investment-Related; 11/21/2023; 10 to 19 hours per month; 1 to 9 during trading hours. Outside Employment; Dragon Ridge LLC; Co-owner; Manage advisory business; PO Box 92043, , Southlake, TX, 76092; Investment-Related; 01/01/2025; 10 to 19 hours per month; 1 to 9 during trading hours / Black Emerald Health LLC; Owner; Consulting; PO Box 92043, , Southlake, TX, 76092; Investment-Related; 07/21/2025; 10 to 19 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-06-10
• S63 Uniform Securities Agent State Law Examination
  2007-09-19

Other Names

• Jeffrey Israel