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Jamie Lynn Chamness

Ameriprise Financial Services, LLC

Wesley Chapel, FL

Land O Lakes, FL

CRD 2491244

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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-03-07
  • FL RA
    APPROVED
    Since 2016-03-07

Branch Locations

27440 Cashford Cir Ste 101, Wesley Chapel, FL 33544 • United States

Land O Lakes, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Wesley Chapel FL 10/2012 03/2020
Ameriprise Financial Services, Llc Wesley Chapel FL 03/2020 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-01
S63 Uniform Securities Agent State Law Examination 1994-06-15
  • S66 Uniform Combined State Law Examination
    2016-03-01
  • S63 Uniform Securities Agent State Law Examination
    1994-06-15
Other Names
  • Jamie Lynn Herren

View on SEC IAPD

Nearby Firms

ALTIUM INVESTMENT STRATEGIES LLC
ACCURATE WEALTH MANAGEMENT, LLC
SINGER WEALTH ADVISORS LLC

Nearby Investors

CLAUDIU A. BARBOS
JONATHAN DAVID HOWARD
BRANDON J CROMER

Nearby Offices

ALTIUM INVESTMENT STRATEGIES LLC · WESLEY CHAPEL, FL
ACCURATE WEALTH MANAGEMENT, LLC · WESLEY CHAPEL, FL
SINGER WEALTH ADVISORS LLC · Wesley Chapel, FL

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