Cassondra Salazar

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

• 05/2017 → 10/2017
  Ameriprise Financial Services, Inc.
  Lakeland, FL
• 09/2014 → 04/2017
  Mount Vernon Nazarene University
  Mount Vernon, OH
• 08/2020 → 05/2023
  Jp Morgan Chase Bank, N.A.
  Fairborn, OH
• 08/2020 → 05/2023
  Jp Morgan Securities, Llc
  Fairborn, OH
• 11/2017 → 07/2020
  Ameriprise Financial Services, Llc.
  Dublin, OH
• 05/2016 → 06/2017
  Abercrombie
  Columbus, OH
• 05/2023 → Present
  Ameriprise Financial Services, Llc
  Miamisburg, OH

Previous Registrations

• 2020-08-17 → 2023-05-06
  J.P. Morgan Securities Llc
  Greenville, OH
  Piqua, OH
  Fairborn, OH
  Xenia, OH
  Huber Heights, OH
  Dayton, OH
  Huber Heights, OH
• 2018-01-11 → 2020-08-04
  Ameriprise Financial Services, Llc
  Dublin, OH

Other Businesses

Outside Employment; Beyond Wealth Advisors; Associate Financial Advisor; Manage advisory business; 2835 Miami Village Dr, , Miamisburg, OH, 45342; Investment-Related; 01/13/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-01-05

Designations

• Certified Financial Planner

Other Names

• Cassondra L Salazar
• Cassondra Lynn Harting
• Cassondra Lynn Salazar