Christopher Paul Jaggi

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.
  Livonia, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Livonia, MI

Other Businesses

Business Ownership; Jaggi Family Limited Partnership; Book Keeping; Business holds computer lease and life inurance policy on partners parents Edgar & Audrey Jaggi; 46692 Merion Circle Northville, MI 48168, ,; Not Investment-Related; 05/15/1998; 0 hours per month; 0 during trading hours / Swiss Family Lodge; Pay Bills, Plow Fields, Plant; Family Hunting Lodge; 466692 Merion Circle Northville, MI 48168, ,; Not Investment-Related; 02/04/2016; 1 to 9 hours per month; 0 during trading hours / Jaggi Enterprises; None; Rental Real Estate; 1244 Wenniway Mackinaw City, MI, ,; Not Investment-Related; 10/31/1974; 0 hours per month; 0 during trading hours / Jaggi & Associates; Pay bills and payroll associated with my practice.; This business is being created to handle payroll and other operating expenses associated with my financial planning practice.; 19500 Victor Parkway Suite 450, , Livonia, MI, 48152; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Jaggi Properties, LLC; Choose Investments, Clerical; Will own real estate interests; 46692 Merion Circle, , Northville, MI, 48168; Investment-Related; 12/12/2022; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Advanced Advisors LLC; Rental Realestate for Ameriprise Practice; 19500 Victory Parkway Suite 450 Livonia, MI 48152, ,; ; 01/01/2001; 0 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-02-19
• S63 Uniform Securities Agent State Law Examination
  1993-04-05