Philip Edward St. Jean

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

• 08/2021 → 08/2022
  Arkwise Wealth
  Charlottesville, VA
• 01/2021 → 08/2021
  Hefren-Tillotson Inc
  Pittsburgh, PA
• 05/2019 → 01/2021
  Institute For Faith And Freedom
  Grove City, PA
• 05/2020 → 08/2020
  Arkwise Wealth
  Charlottesville, VA
• 08/2018 → 05/2020
  Grove City College
  Grove City, PA
• 05/2019 → 08/2019
  Mercatus Center At George Mason University
  Arlington, VA
• 08/2017 → 01/2021
  Grove City College
  Grove City, PA
• 03/2014 → 08/2019
  Carousel Frozen Treats
  Warrenton, VA
• 06/2018 → 06/2019
  Wegmans Food Markets
  Gainesville, VA
• 07/2017 → 01/2019
  Walmart
  Warrenton, VA
• 05/2017 → 05/2018
  Broadrun Brewery
  Haymarket, VA
• 08/2014 → 05/2017
  Fresta Valley Christian School
  Warrenton, VA
• 08/2022 → 12/2023
  Ameriprise Financial Services, Llc
  Sewickley, PA
• 12/2023 → Present
  Waymont Wealth
  Harrisonburg, VA

Other Businesses

Outside Employment; Greenbush, LLC; I am an Associate Advisor who receives payroll compensation through the Greenbush, LLC which manages the payroll and expenses of WayMont Wealth, the Ameriprise franchise.; Manage advisory business; 373 Neff Ave, , Harrisonburg, VA, 22801; Investment-Related; 12/12/2023; 20 to 39 hours per month; 20 to 39 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-01-26

Other Names

• Philip Stjean
• Philip St. Jean
• Philip St Jean