Jeff Fjeldheim

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

• 03/2009 → 01/2026
  Raymond James Financial Services, Inc.
  Bannockburn, IL
• 03/2009 → 01/2026
  Raymond James Financial Services Advisors Inc.
  Bannockburn, IL
• 02/2011 → 01/2026
  Fjeldheim Financial Group
  Buffalo Grove, IL
• 01/2026 → Present
  Ameriprise Financial Services Llc
  Barrington, IL

Previous Registrations

• 2009-03-16 → 2026-01-14
  Raymond James Financial Services Advisors, Inc
  Bannockburn, IL
  Deerfield, IL
  Buffalo Grove, IL
• 1998-04-12 → 2009-03-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Blue Ash, OH
  Lake Forest, IL

Other Businesses

Business Ownership; Fjeldheim Financial Group, LLC; Owner; Legacy entity of former independent advisory practice.; 2150 E. Lake Cook Rd, STE 540, Buffalo Grove, IL, 60089; Not Investment-Related; 02/23/2011; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  1997-12-31

Other Names

• Jeffrey E Fjeldheim
• Jeff Fjeldheim
• Jeff Fjeldheim
• Jeffrey Erik Fjeldheim