Jay Meredith Kuhn

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Troy, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Troy, MI

Other Businesses

Outside Employment; Coffield and Associates; Administrative Associate - My role with Coffield and Associates is to help in all area of administrative duties for the team practice. My primary role is to produce and publish Money Guide Pro (MGP) for both comprehensive advice and Foundation Advice in working with the team's financial advisors. In addition my duties may include but not limited to other administrative duties such as client prep and paperwork processing, Create and update Team's review sheets as well as agenda items captured on form.; ; 900 Wilshire Drive Suite 255, , Troy, MI, 48084; Not Investment-Related; 05/22/2019; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-07-10
• S63 Uniform Securities Agent State Law Examination
  1991-04-05