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Jillian Maureen Szafranski

Ameriprise Financial Services, LLC

Burr Ridge, IL

Orland Park, IL

CRD 6122779

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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-01-09
  • IL RA
    APPROVED
    Since 2018-01-09

Branch Locations

375 83Rd St, Burr Ridge, IL 60527 • United States

Orland Park, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Burr Ridge IL 09/2012 03/2020
Ameriprise Financial Services, Inc. Burr Ridge IL 05/2016 03/2020
Ameriprise Financial Services, Llc Burr Ridge IL 03/2020 Present
  • 09/2012 → 03/2020
    Ameriprise Financial Services, Inc.
    Burr Ridge, IL
  • 05/2016 → 03/2020
    Ameriprise Financial Services, Inc.
    Burr Ridge, IL
  • 03/2020 → Present
    Ameriprise Financial Services, Llc
    Burr Ridge, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-20
  • S66 Uniform Combined State Law Examination
    2016-10-20

View on SEC IAPD

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