Janet Eileen Williams

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

• 01/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Salt Lake City, UT
• 05/2015 → 05/2021
  Tksw Llc
  Sandy, UT
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Sandy, UT

Previous Registrations

• 2003-05-23 → 2004-03-10
  Ameriprise Financial Services, Llc
  Midvale, UT

Other Businesses

Business Ownership; J E Williams LLC; Owner; Manage Ameriprise Business; 8289 S Valencia Cir, , Sandy, UT, 84093; Not Investment-Related; 03/30/2023; 60 hours per month; 60 during trading hours. Outside Employment; HB Operations LLC; Employee, Financial Advisor; Manage advisory business; 900 Pier View Dr, STE 204, Idaho Falls, ID, 83402; Investment-Related; 05/14/2025; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-10
• S63 Uniform Securities Agent State Law Examination
  2001-02-08

Other Names

• Janet Eileen Brandler
• Janet Eileen Brandler