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Jordan Wolf Lautt

Ameriprise Financial Services, LLC

San Francisco, CA

Piedmont, CA

CRD 7214997

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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
CA RA APPROVED 2022-02-02
  • CA RA
    APPROVED
    Since 2022-02-02

Branch Locations

One Sansome St Ste 1400, San Francisco, CA 94104-4431 • United States

Piedmont, CA • 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, Llc San Francisco CA 12/2019 Present
University Of California, Santa Cruz Santa Cruz CA 09/2017 12/2019
Match Analysis Emeryville CA 07/2013 09/2017
  • 12/2019 → Present
    Ameriprise Financial Services, Llc
    San Francisco, CA
  • 09/2017 → 12/2019
    University Of California, Santa Cruz
    Santa Cruz, CA
  • 07/2013 → 09/2017
    Match Analysis
    Emeryville, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-04
  • S66 Uniform Combined State Law Examination
    2022-01-04

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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