Jeffrey Bryce Carlson

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

• 02/2016 → 03/2020
  Ameriprise Financial Services, Inc.
  Columbia, MD
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Columbia, MD

Other Businesses

Business Ownership; CAWM Services LLC; Owner; Manage Ameriprise Business; 6021 University Boulevard, Suite 255, Ellicott City, MD, 21043; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours. Outside Employment; CAWM Services, LLC; Owner; Manage advisory business; 6021 University Boulevard, Suite 255, Ellicott City, MD, 21043; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-18