Best Investors Account Sign in

Jennifer Carol Emely

Ameriprise Financial Services, LLC

Winter Park, FL

Mount Dora, FL

CRD 4925550

Claim This Profile
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:

Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-09-30
FL RA APPROVED 2005-09-14
  • TX RA
    APPROVED_RES
    Since 2019-09-30
  • FL RA
    APPROVED
    Since 2005-09-14

Branch Locations

2709 W Fairbanks Ave Ste 100, Winter Park, FL 32789 • United States

Mount Dora, FL • 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
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Orlando FL 09/2005 03/2020
Ameriprise Financial Services, Llc Orlando FL 03/2020 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-13
  • S66 Uniform Combined State Law Examination
    2005-09-13
Other Names
  • Jennifer Carol Smith

View on SEC IAPD

Nearby Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.

Nearby Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig

Nearby Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL

More in Winter Park, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor