Josiah Wolf

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

Authority	Category	Status	Date
MD	RA	APPROVED	2025-08-22

MD RA
APPROVED

Since 2025-08-22

Branch Locations

Crownsville, MD • United States

101 Charles Street Suite 106, La Plata, MD 20646 • 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

Organization	City	State	From	To
Ameriprise Financial Services, Llc	La Plata	MD	05/2025	Present
Annapolis Area Christian School	Severn	MD	08/2008	06/2025

05/2025 → Present

Ameriprise Financial Services, Llc

La Plata, MD
08/2008 → 06/2025

Annapolis Area Christian School

Severn, MD

Other Businesses

Business Ownership; Agentic Jesus, LLC (LLC still needs to be formed); Owner; Technology / Software: An AI faith companion and spiritual growth app. Freemium structure with revenue generated through subscription-based software services (SaaS). The business involves no securities sales, investment advice, or financial services of any kind.; 1038 Miller Circle, , Crownsville, MD, 21032; Not Investment-Related; 03/18/2026; 20 to 39 hours per month; 1 to 9 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-13

S66 Uniform Combined State Law Examination

2025-08-13

Other Names

Josiah Wolf
Josiah Nathan Wolf

View on SEC IAPD