Jeri Jean Nutt

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.
  Boise, ID
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Boise, ID

Other Businesses

Real Estate Ownership; Single Family; 5 Odegard LaneNorth Fork, ID 83644, ,; ; / Lot/Land; 20 Acres Bare Land, Corner of Sandy Creek RD and Old Lemhi Road,, ,; ; . Business Ownership; Nutt Enterprises, Inc - DBA Arc Systems; ; Mechanical, Electrical Repair; 9525 E Gloria RD Middleton, ID 83644, ,; Not Investment-Related; 05/03/1997; 1 to 9 hours per month; 0 during trading hours / Lancer Erwin Support Services; Associate Financial Advisor within the practice.; Manage Ameriprise Business; 412 E Parkcenter Blvd Suite 209, , Boise, ID, 83706; Investment-Related; 07/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Lancer Erwin Support Services; Employee / AFA - AFA; ; 412 E Parkcenter Blvd Suite 209 Boise ID 83706, ,; Not Investment-Related; 09/01/2003; 60 hours per month; 60 during trading hours. Other Business Activities; IWI Ethics Board; Peer review processes in cases involving potential discipline and resolution of compliance cases.; 5619 DTC Parkway, , Greenwood Village, CO, 80111; Investment-Related; 07/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-29
• S63 Uniform Securities Agent State Law Examination
  1998-10-06

Designations

• Certified Financial Planner

Other Names

• Jeri Armstrong
• Jeri Nutt