Jeffrey Ralph Kingzett

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

• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  West Bloomfield, MI
• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Farmington Hills, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Farmington Hills, MI

Previous Registrations

• 2008-08-05 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Bloomfield Hills, MI
  West Bloomfield, MI
• 2006-03-20 → 2008-07-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Auburn Hills, MI

Other Businesses

Board of Directors; US SIF - The Sustainable Investment Forum; Director; 1050 Connecticut Ave, NW, #65064, Washington, DC, 20035; Investment-Related; 01/01/2027; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Financial Advisory Committee of the US Social Investment Forum; I have accepted an invitation (sent March 12, 2024) to join an advisory committee of the United States Social Investment Forum (US SIF). The committee advises on services and programs to aid financial advisors who serve investors who are interested in the environmental and social impacts of their investments. The committee has no budgetary or other fiduciary responsibilities. The committee meets for 30 to 60 minutes once per month.; 1660 L Street NW, Suite 306, , Washington, DC, 20036; Investment-Related; 04/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-01-07

Other Names

• Jeffrey Kingzett