Jordon W Jellison

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

• 04/2015 → 03/2020
  Ameriprise Financial Services, Inc.
  Austin, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Austin, TX

Other Businesses

Business Ownership; Jellison Group, LLC; Owner; Manage Ameriprise Business; 6000 Verandero Ct, , Austin, TX, 78738; Investment-Related; 12/10/2024; 60 hours per month; 60 during trading hours. Outside Employment; Jellison Group, LLC; Owner; Manage advisory business; 6000 Verandero Ct, , Austin, TX, 78738; Investment-Related; 12/10/2024; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2015-06-30