Jason Joseph Ayala

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.
  Phoenix, AZ
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Scottsdale, AZ

Other Businesses

Independent Insurance Brokering; Athene by Annexus; 10/04/2022; Fixed Annuity / American Equities; 12/21/2023; Fixed Annuity. Business Ownership; JCA Capital; ; Holding company for real estate; 7010 E Chauncey Lane, ste 200, Phoenix, AZ 85054, ,; Not Investment-Related; 11/01/2013; 1 to 9 hours per month; 0 during trading hours / Trinity Personal Services; Managing Member; LLC established for payroll of employees; 28432 N 102nd St, Scottsdale, AZ 85261, ,; Not Investment-Related; 07/01/2018; 0 hours per month; 0 during trading hours / Ayala, Demmons, Holdings; owner; Non operating Real Estate Holding Company - created for possible future real estate activity none currently; 1873 E Gemini Pl, Chandler, AZ 85249, ,; Not Investment-Related; 01/01/2006; 0 hours per month; 0 during trading hours. Board of Directors; Los Ojos de la Familia; Treasurer; 7916 Ranchitos Loop NQAlbuquerque, NM 87113, ,; Not Investment-Related; 01/01/2009; 10 to 19 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2000-04-27

Other Names

• Jay Ayala