Jeffrey James Core

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

• 10/2009 → 02/2017
  Fifth Third Bank
  Flat Rock, MI
• 02/2017 → 03/2022
  Flagstar Bank
  Westland, MI
• 10/2014 → 09/2016
  Fifth Third Securities
  Flat Rock, MI
• 03/2017 → 03/2022
  Infinex Investments, Inc.
  Meriden, CT
• 04/2022 → Present
  Huntington Investment Company
  Columbus, OH
• 06/2026 → Present
  Ameriprise Financial Services, Llc
  Livonia, MI

Previous Registrations

• 2017-04-06 → 2022-03-18
  Osaic Institutions, Inc.
  Westland, MI
  Southgate, MI
  Brownstown, MI
  Monroe, MI
  Dearborn Heights, MI
  Westland, MI
  Dearborn, MI
  Allen Park, MI
  Detroit, MI
  Detroit, MI
  Detroit, MI
• 2014-09-15 → 2017-02-06
  Fifth Third Securities, Inc.
  Flat Rock, MI
  Trenton, MI
  Waltz, MI
  Grosse Ile, MI
  Brownstown Township, MI
  Woodhaven, MI
  Canton, MI
  Northville, MI
  Ypsilanti, MI
  Plymouth, MI
  Ann Arbor, MI
  Ann Arbor, MI
  Ann Arbor, MI
  Livonia, MI
  Belleville, MI
  Westland, MI
  Taylor, MI
  Dearborn, MI
  Dearborn, MI
  Riverview, MI
  Flat Rock, MI
  Livonia, MI
  Dearborn, MI
  Dearborn, MI
  Westland, MI
  Taylor, MI
  Belleville, MI

Exams

• S66 Uniform Combined State Law Examination
  2014-09-12
• S63 Uniform Securities Agent State Law Examination
  2005-03-29

Other Names

• Jeffrey J Core