Jessica Beatriz Jimenez Wharton

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

• 08/2008 → 03/2020
  Ameriprise Financial Services, Inc.
  Oswego, NY
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  East Syracuse, NY

Other Businesses

Outside Employment; Bryant & Stratton; Instructor - Instruct the NY Life/Accident pre-licensing class and Series 6, 7, 63 and 65.; Pre-licensing Instructor; 7805 Oswego Rd, , Liverpool, NY, 13090; Not Investment-Related; 03/03/2015; 20 to 39 hours per month; 0 during trading hours. Other Business Activities; The Jose Benjamin Jimenez Family Trust; I am a Trustee of my late father's Irrevocable Trust, along with my brother and sister. There is a real estate property located in Kissimmee, FL, which is managed by the Trust. Last year I collected $4,200 and expect to collect the same this year. My rents will be given to my mother to support her lifestyle or to my nephew, to support his college expenses.; 1504 Brookside Ave, , Kissimmee, FL, 34741; Not Investment-Related; 10/04/2020; 0 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-07-30

Other Names

• Jessica Beatrice Cheseboro
• Jessica Beatrice Cheseboro
• Jessica Beatriz Jimenez
• Jessica Beatriz Jimenez Wharton