John Joseph Crespy

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

• 10/2010 → 12/2021
  Raymond James And Associates
  Palm Desert, CA
• 12/2021 → Present
  Ameriprise Financial Services, Llc
  Temecula, CA

Previous Registrations

• 2010-10-18 → 2021-12-10
  Raymond James & Associates, Inc.
  Palm Desert, CA
• 2007-07-05 → 2010-10-28
  Wedbush Securities Inc.
  Indian Wells, CA
• 2005-08-12 → 2007-07-10
  A. G. Edwards & Sons, Inc.
  Palm Desert, CA
  Palm Desert, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-07-06