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Jaymi Farrell

Ameriprise Financial Services, LLC

Colorado Springs, CO

Colorado Springs , CO

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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-09-03
  • CO RA
    APPROVED
    Since 2025-09-03

Branch Locations

1710 Jet Stream Dr Ste 205, Colorado Springs, CO 80921 • United States

Colorado Springs , CO • 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
Fidelity Brokerage Services, Llc Greenwood Village CO 06/2013 08/2017
Usaa Financial Planning Services Colorado Springs CO 03/2018 12/2018
Homemaker Parker CO 08/2017 03/2018
M&D Supply Cypress TX 05/2019 07/2019
Homemaker Colorado Springs CO 12/2018 05/2019
Fidelity Investments Houston TX 08/2019 12/2024
Ubs Financial Services, Inc. Denver CO 12/2024 08/2025
Ameriprise Financial Services, Llc Colorado Springs CO 08/2025 Present
  • 06/2013 → 08/2017
    Fidelity Brokerage Services, Llc
    Greenwood Village, CO
  • 03/2018 → 12/2018
    Usaa Financial Planning Services
    Colorado Springs, CO
  • 08/2017 → 03/2018
    Homemaker
    Parker, CO
  • 05/2019 → 07/2019
    M&D Supply
    Cypress, TX
  • 12/2018 → 05/2019
    Homemaker
    Colorado Springs, CO
  • 08/2019 → 12/2024
    Fidelity Investments
    Houston, TX
  • 12/2024 → 08/2025
    Ubs Financial Services, Inc.
    Denver, CO
  • 08/2025 → Present
    Ameriprise Financial Services, Llc
    Colorado Springs, CO
Previous Registrations
  • 2024-12-20 → 2025-08-28
    Ubs Financial Services Inc.
    Denver, CO
  • 2019-12-18 → 2025-01-06
    Fidelity Personal And Workplace Advisors
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-13
S66 Uniform Combined State Law Examination 2016-10-03
S63 Uniform Securities Agent State Law Examination 2010-09-03
  • S65 Uniform Investment Adviser Law Examination
    2019-12-13
  • S66 Uniform Combined State Law Examination
    2016-10-03
  • S63 Uniform Securities Agent State Law Examination
    2010-09-03
Other Names
  • Jaymi Ann Menard
  • Jaymi Ann Farrell
  • Jaymi Farrell

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SEAMOUNT FINANCIAL GROUP INC
UBS FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
OSAIC WEALTH, INC.

Other Investors

KARLA ROSS
TROY CARLSON
JUSTIN BACKSTROM
JANICA JOLI GILLETTE-BACKSTROM
GARY BACKSTROM
Nicholas Dorsett
Patrick Thomas Healy
Christopher Robert Dorsett

Other Offices

LPL FINANCIAL LLC · COLORADO SPRINGS, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLORADO SPRINGS, CO
SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO
UBS FINANCIAL SERVICES INC. · COLORADO SPRINGS, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLORADO SPRINGS, CO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · COLORADO SPGS, CO
BENJAMIN F. EDWARDS & COMPANY, INC. · Colorado Springs, CO
OSAIC WEALTH, INC. · COLORADO SPRINGS, CO

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