Jeffrey Arthur Ringholm

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 → 03/2020
  Ameriprise Financial Services, Inc.
  Roseville, CA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Roseville, CA

Other Businesses

Outside Employment; Blue Oaks Management, LLC; Advisor with blue Oaks Management, LLC an Ameriprise Financial Franchise; Ameriprise Financial Advisory Firm; 1430 Blue Oaks Blvd., Ste. 290, Roseville, CA, 95747; Investment-Related; 05/09/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-07-03

Other Names

• Jeffrey A Ringholm