Terry Jue

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Philadelphia, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Philadelphia, PA

Other Businesses

Real Estate Ownership; Single Family; 726 Shirley St, , Philadelphia, PA, 19130; Not Investment-Related; 07/01/2024 / Single Family; 365 Spring Mill Ave, , Conshohocken, PA, 19428; Not Investment-Related; 09/01/2004 / Single Family; 1925 Poplar St Unit B, , Philadelphia, PA, 19130; Not Investment-Related; 06/16/2015 / Single Family; 304 W Glendon Way, , San Gabriel, CA, 91775; Not Investment-Related; 11/01/2021 / Commercial; 61 Commercial St, , Honesdale, PA, 18431; Not Investment-Related; 12/01/2021 / Single Family; 1230 S Broad St, , Philadelphia, PA, 19146; Not Investment-Related; 12/01/2021. Business Ownership; TLJ, LLC; This LLC will be used to my individual business expenses associated with the Ameriprise office located at Two Logan Square.; This LLC will be used to my individual business expenses associated with the Ameriprise office located at Two Logan Square.; Two Logan Square, 100 N 18th St, Suite 750, , Philadelphia, PA, 19103; Not Investment-Related; 09/15/2013; 1 to 9 hours per month; 0 during trading hours / Lemon Hill Capital Group, LLC; LLC established to manage cash flow (paying office expenses and leasing office space) associated with operating the Ameriprise office located at Two Logan Square.; LLC established to manage cash flow (paying office expenses and leasing office space) associated with operating the Ameriprise office located at Two Logan Square.; Two Logan Square, 100 N 18th St, Suite 750, , Philadelphia, PA, 19103; Not Investment-Related; 09/15/2013; 1 to 9 hours per month; 1 to 9 during trading hours / The TEEJ Organization, LLC; Owner; Consulting; 61 Commercial St, , Honesdale, PA, 18431; Investment-Related; 12/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2000-08-18

Other Names

• Terry Lin Jue