Jessica Palou

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

• 10/2012 → 08/2019
  J.P. Morgan Securities Llc
  Piscataway, NJ
• 05/2026 → Present
  Ameriprise Financial Services, Llc
  Florham Park, NJ
• 07/2025 → 05/2026
  Unemployed
  South Plainfield, NJ
• 08/2019 → 10/2020
  Jp Morgan Securities Llc
  Baltimore, MD
• 10/2020 → 07/2025
  T. Rowe Price Investment Services, Inc.
  Owings Mills, MD

Previous Registrations

• 2021-08-09 → 2025-08-08
  T. Rowe Price Associates, Inc.
  Baltimore, MD
  Owings Mills, MD

Exams

• S66 Uniform Combined State Law Examination
  2021-08-06
• S63 Uniform Securities Agent State Law Examination
  2010-07-30

Other Names

• Jessica Valencia
• Jessica Palou