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Jennifer Yousaf Bankar

Ameriprise Financial Services, LLC

Naples, FL

Naples, FL

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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-12-05
  • FL RA
    APPROVED
    Since 2023-12-05

Branch Locations

5811 Pelican Bay Blvd Ste 300, Naples, FL 34108 • United States

Naples, 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
Truist Investment Services, Inc. Charlotte NC 05/2017 09/2021
Bank Of America Charlotte NC 02/2017 05/2017
Chase Naples FL 04/2015 12/2016
Truist Investment Services, Inc Charlotte NC 09/2021 12/2022
Ameriprise Financial Services, Llc Naples FL 01/2023 Present
  • 05/2017 → 09/2021
    Truist Investment Services, Inc.
    Charlotte, NC
  • 02/2017 → 05/2017
    Bank Of America
    Charlotte, NC
  • 04/2015 → 12/2016
    Chase
    Naples, FL
  • 09/2021 → 12/2022
    Truist Investment Services, Inc
    Charlotte, NC
  • 01/2023 → Present
    Ameriprise Financial Services, Llc
    Naples, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-01
  • S66 Uniform Combined State Law Examination
    2023-12-01

View on SEC IAPD

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SAEGER CAY OLSEN
MIGUEL ALEJANDRO ALVAREZ
Manuel Espinosa
Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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