Jamie Frances Reeb

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

• 09/2013 → 02/2020
  Beech Creek Financial Group
  Vancouver, WA
• 09/2014 → 02/2020
  Voya Financial Advisors
  Portland, OR
• 02/2020 → 03/2020
  Ameriprise Financial Services, Inc
  Portland, OR
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Vancouver, WA

Previous Registrations

• 2018-12-13 → 2020-02-12
  Voya Financial Advisors, Inc.
  Vancouver, WA
  Portland, OR
  Clackamas, OR
  Washougal, WA

Other Businesses

Independent Insurance Brokering; Banner Life; 02/11/2020; Fixed Annuity / Delaware life; 02/11/2020; / Athene; 02/11/2020; . Business Ownership; Misty Ridge; My Husband and I own our home and farm. I sell eggs and wool.; I sell eggs and wool.; 1371 Labarre Road, , Washougal, WA, 98671; Not Investment-Related; 04/01/2020; 10 to 19 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-12-02
• S63 Uniform Securities Agent State Law Examination
  2002-12-21

Other Names

• Jamie Frances Sherman-Hanson