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Kimberly Jones

Ameriprise Financial Services, LLC

Stratham, NH

Portsmouth, NH

Stratham, NH

CRD 8004304

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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
NH RA APPROVED 2026-04-02
  • NH RA
    APPROVED
    Since 2026-04-02

Branch Locations

Stratham, NH • United States

314 Middle St, Portsmouth, NH 03801 • United States

Stratham, NH • 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, Llc Portsmouth NH 10/2024 Present
Optum Minnetonka MN 10/2021 07/2024
John Hancock Boston MA 04/2008 10/2021
Unemployed Stratham NH 07/2024 10/2024
  • 10/2024 → Present
    Ameriprise Financial Services, Llc
    Portsmouth, NH
  • 10/2021 → 07/2024
    Optum
    Minnetonka, MN
  • 04/2008 → 10/2021
    John Hancock
    Boston, MA
  • 07/2024 → 10/2024
    Unemployed
    Stratham, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-01
  • S66 Uniform Combined State Law Examination
    2026-04-01
Other Names
  • Kimberly Jones

View on SEC IAPD

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