Jessica Yohn

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

• 05/2023 → Present
  Ameriprise Financial Services, Llc
  De Pere, WI
• 05/2019 → 05/2023
  Charles Schwab
  Lone Tree, CO
• 06/2015 → 05/2019
  Chatham Financial
  Littleton, CO

Other Businesses

Real Estate Ownership; Single Family; 4283 S Salida Way, , Aurora, CO, 80013; Not Investment-Related; 07/29/2022 / Single Family; 18094 E Ohio Ave, #201, Aurora, CO, 80017; Not Investment-Related; 04/12/2022 / Single Family; 1871 S Dunkirk St, Unit 102, Aurora, CO, 80017; Not Investment-Related; 08/22/2023. Business Ownership; Sangre De Cristo Investments, LLC; Co-owner; Real Estate; 848 S Coolidge St, , Aurora, CO, 80018; Not Investment-Related; 07/22/2019; 0 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-03

Other Names

• Jessica Anne Yohn