Jeffrey Weiner

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

• 03/2013 → 11/2019
  Santander Securities, Llc
  Dorchester, MA
• 09/2018 → 11/2025
  Santander Bank, Na
  Boston, MA
• 11/2019 → 08/2025
  Santander Securities, Llc
  Dorchester, MA
• 08/2025 → 11/2025
  Santander Securities, Llc
  Boston, MA
• 02/2026 → Present
  Ameriprise Financial Services Llc
  Newton, MA

Previous Registrations

• 2013-03-25 → 2025-12-03
  Santander Securities Llc
  Boston, MA
  Boston, MA
  Boston, MA
  Boston, MA
  Mansfield, MA
• 2011-08-18 → 2013-03-20
  Citizens Securities, Inc.
  Canton, MA
  Quincy, MA
  Johnston, RI
  Dedham, MA

Other Businesses

Board of Directors; BISA; Board Member; 2001 K street, NW, , Washington, DC, 20006; Not Investment-Related; 02/03/2025; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-17
• S63 Uniform Securities Agent State Law Examination
  1993-04-15

Other Names

• Jeffrey Stephen Weiner
• Jeff Weiner