Jerry Brock Klich

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Richmond, VA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Richmond, VA

Other Businesses

Real Estate Ownership; Single Family; 4420 Fort McHenry Parkway, Glen Allen VA 23060, ,; Investment-Related; 02/02/2017 / Single Family; 9395 Londo Tower Ct #608, Glen Allen VA 23060, ,; Investment-Related; 12/17/2010 / Single Family; 717 N. Washington Hwy, Ashland VA, ,; Investment-Related; 07/29/2016 / Single Family; 2405 Homeview Dr, , Henrico, VA, 23294; Investment-Related; 01/04/2021. Independent Insurance Brokering; Massachusetts Mutual Life; 11/01/2003; / Sun Life of Canada; 06/19/2006; / Anthem Health Plans of VA; 09/01/2005; / Anthem Life Insurance Company; 02/01/2008; . Business Ownership; Magician; ; I am a semi-professional magician. I will likely earn less than $1,000 in revenue this year. I do not spend time on this during business hours.; 10808 Rimbey CtGlen Allen VA 23060, ,; Not Investment-Related; 04/01/2001; 0 hours per month; 0 during trading hours / Internet Sales; Owner; I occasionally sell items on the internet. I will make less than $2,000 in sales in 2024. I spend almost no time on this during business hours.; 10808 Rimbey Ct, Glen Allen VA 23060, ,; Not Investment-Related; 01/01/1999; 0 hours per month; 0 during trading hours / Medieval Interactive DBA Big Top Games; Co-owner; software development; 10808 RIMBEY CT, , Glen Allen, VA, 23060; Not Investment-Related; 03/15/2021; 1 to 9 hours per month; 0 during trading hours / Office Management; office management; I provide office management services for advisors Holly Huebsch, Jeff Moore, Bill Jorgenson, and Ernesto Sampson. I receive $500 per month for this service. Holly Huebsch and I have a joint bank account that we use to pay operating expenses for the office.; 3951 Westerre Pkwy, Suite 100 Richmond, VA 23233, , Richmond, VA, 23060; Not Investment-Related; 08/01/2000; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; EMS Vending; Refreshment Vendor - I will occasionally work as a refreshment vendor at concerts.; ; 436 E. 36th St, , Charlotte, NC, 28205; Not Investment-Related; 06/09/2023; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-06-24
• S63 Uniform Securities Agent State Law Examination
  1992-06-22