Jordan Harrison Albert

Current Employers

Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-01-26
VA	RA	APPROVED	2021-09-13

TX RA
APPROVED

Since 2022-01-26
VA RA
APPROVED

Since 2021-09-13

Branch Locations

Reston, VA • United States

3959 Pender Dr Ste 108, Fairfax, VA 22030 • 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

Organization	City	State	From	To
Ameriprise Financial Services, Llc	Fairfax	VA	04/2021	Present
Cim Group Lp	Los Angeles	CA	12/2018	03/2021
Kpmg Llp	New York	NY	08/2015	09/2017
Kpmg Llp	New York	NY	09/2017	11/2018

04/2021 → Present

Ameriprise Financial Services, Llc

Fairfax, VA
12/2018 → 03/2021

Cim Group Lp

Los Angeles, CA
08/2015 → 09/2017

Kpmg Llp

New York, NY
09/2017 → 11/2018

Kpmg Llp

New York, NY

Other Businesses

Outside Employment; CME Advancing Partners LLC; Associate Financial Advisor - Meet with clients to discuss investments and financial planning goals, investment research, and preparation of different financial planning deliverables.; ; 3959 Pender Drive Suite 108, , Fairfax, VA, 22030; Investment-Related; 01/03/2022; 60 hours per month; 40 to 59 during trading hours. Other Business Activities; Potomac Appalachian Trail Club; Working as IT Committee Board Member; 118 Park Street, SE, , Vienna, VA, 22180; Not Investment-Related; 11/20/2021; 0 hours per month; 0 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-08-13

S66 Uniform Combined State Law Examination

2021-08-13

Other Names

Jordan Albert

View on SEC IAPD