Jessica Lynn Putnam

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

• 06/2011 → 10/2018
  Edward Jones
  St Louis, MO
• 10/2018 → 08/2025
  Edward Jones
  St. Louis, MO
• 08/2025 → Present
  Ameriprise Financial Services Llc
  Naples, ME

Previous Registrations

• 2019-01-02 → 2025-08-05
  Edward Jones
  Harrison, ME
  St Louis, MO
  South Paris, ME
  Bridgton, ME

Exams

• S66 Uniform Combined State Law Examination
  2018-12-13

Other Names

• Jessica Lynn Putnam
• Jessica Lynn Stevens