Jeremy Paul Kitamura

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

• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Scottsdale, AZ
• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Scottsdale, AZ
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Phoenix, AZ

Previous Registrations

• 2004-09-16 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Kaneohe, HI
  Honolulu, HI
  Colton, CA
  Honolulu, HI
  Brawley, CA
  Anchorage, AK
  Ronan, MT
  Scottsdale, AZ
  San Jose, CA
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

Business Ownership; M & K Ohana; Nothing- Passive; family partnership; PO Box 11973, , Chandler, AZ, 85248; Not Investment-Related; 07/04/2015; 0 hours per month; 0 during trading hours. Other Business Activities; Football Coach; Football Coach; Hamilton High School Chandler Arizona, ,; ; 08/27/2012; 10 to 19 hours per month; .

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-09-01
• S63 Uniform Securities Agent State Law Examination
  1992-07-09