Jesse Wilson

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

• 12/2010 → 03/2020
  Ameriprise Financial Services, Inc.
  Honolulu, HI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Honolulu, HI

Other Businesses

Real Estate Ownership; Single Family; 837 Kapahulu Ave #404, , Honolulu, HI, 96816; Not Investment-Related; 11/17/2020. Board of Directors; Family Promise of Hawaii Board of Directors; Director; 245 N. Kukui St., Suite 101 , , Honolulu, HI, 96817; Not Investment-Related; 06/06/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2015-09-14

Other Names

• Jesse Nishita Wilson