Jennifer Baltic Osgood

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.
  Tampa, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Tampa, FL

Other Businesses

Real Estate Ownership; Commercial; 1103 W. Cleveland St, , Tampa, FL, 33606; Not Investment-Related; 01/01/2024 / Commercial; 1103 W. Cleveland ST, , Tampa, FL, 33606; Not Investment-Related; 09/07/2024. Business Ownership; TLJ Holdings LLC; Co-owner; Company set up to run practices, manage expenses and employees.; 1103 W. Cleveland Street Tampa, FL 33606, , Tampa, FL, 33606; Not Investment-Related; 03/01/2017; 1 to 9 hours per month; 0 during trading hours / Ascension Capital Holdings LLC; Co-owner; LLC formed to buy building for Ameriprise franchise office.; 1103 W Cleveland StTampa, Fl 33606, , Tampa, FL, 33606; Not Investment-Related; 01/04/2012; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2001-02-14

Other Names

• Jen Baltic
• Jennah Baltic
• Jennifer Beth Baltic
• Jennifer Beth Baltic