Jeffrey Todd Jolly

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

• 10/2010 → 03/2020
  Ameriprise Financial Services, Inc.
  North Haven, CT
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  North Haven, CT

Previous Registrations

• 2008-10-08 → 2010-10-22
  Ubs Financial Services Inc.
  New Haven, CT
• 2006-01-05 → 2008-10-09
  Wells Fargo Clearing Services, Llc
  New Haven, CT
  New Haven, CT

Other Businesses

Real Estate Ownership; Single Family; 1011 Howe St., , Key West, FL, 33040; Not Investment-Related; 01/01/2026 / Commercial; 302 Southard St, Unit 105, Key West, FL, 33040; Investment-Related; 08/01/2026. Business Ownership; JJolls LLC; owner; The purpose of the corporation will be to pay operating expenses related to my business at Ameriprise, including office expenses, staff member salary, taxes, processing payroll, and a salary to myself, as well as any bonus' to myself.; 70 Blue Hills Rd, , North Haven, CT, 06473; Not Investment-Related; 01/01/2015; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Florida Keys SPCA Board of Directors; Board of Finance Member; 5711 College Rd., , Key West, FL, 33040; Investment-Related; 05/03/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Waterfront Playhouse Board of Directors; Board Member; 407 Wall St, , Key West, FL, 33040; Not Investment-Related; 10/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Jeff Jolly Consulting; Owner; Employment for other Ameriprise practices as a consultant/trainer for their staff. I will be assisting in helping them create processes to streamline the implementation and servicing of structured products within their Ameriprise practice.; 250 State St Unit E1, , North haven, CT, 06474; Investment-Related; 07/13/2023; 1 to 9 hours per month; 1 to 9 during trading hours / JJOLLS LLC; Owner; Manage advisory business; 70 Blue Hills Rd, , North Haven, CT, 06473; Investment-Related; 08/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Notary Public; Notary Public; 4A Pilgrims Harbor Wallingford CT 06492, ,; ; 03/30/2011; 0 hours per month; .

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-03
• S63 Uniform Securities Agent State Law Examination
  2005-09-27

Other Names

• Jeffrey Kirsch