Amanda Claire Justice

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

• 07/2018 → 03/2020
  Ameriprise Financial Services, Inc.
  Williston, VT
• 07/2009 → 08/2018
  Jp Morgan
  South Burlington, VT
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Williston, VT

Other Businesses

Outside Employment; TrueGuidance Holdings, LLC; Registered Team Member - Staff; Manage advisory business; 5399 Williston Rd Ste 204, , Williston, VT, 05495; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-04
• S63 Uniform Securities Agent State Law Examination
  2019-11-01

Designations

• Certified Financial Planner

Other Names

• Amanda Claire Thomas