Jeffrey Daniel Impey

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

• 11/2009 → 10/2024
  Safe Credit Union
  Rancho Cordova, CA
• 12/2009 → 10/2024
  Lpl Financial, Llc
  Rancho Cordova, CA
• 10/2024 → Present
  Ameriprise Financial Services, Llc
  Roseville, CA

Previous Registrations

• 2009-12-15 → 2024-11-07
  Lpl Financial Llc
  Fair Oaks, CA
  Elk Grove, CA
  Sacramento, CA
  Sacramento, CA
  Placerville, CA
  Rocklin, CA
  Elk Grove, CA
  Sacramento, CA
  North Highlands, CA
  West Sacramento, CA
  Rancho Cordova, CA
  Folsom, CA
  El Dorado Hills, CA
• 2009-05-13 → 2009-11-30
  Chase Investment Services Corp.
  Auburn, CA
  Lincoln, CA
  Citrus Heights, CA
• 2007-04-02 → 2009-03-04
  Morgan Stanley & Co. Llc
  Sacramento, CA
• 2006-08-09 → 2007-04-02
  Morgan Stanley Dw Inc.
  Sacramento, CA

Exams

• S66 Uniform Combined State Law Examination
  2006-08-08

Designations

• Certified Financial Planner

Other Names

• Jeffrey Daniel Impey
• Jeffrey Daniel Impey,Cfp