Jeffrey Giddings

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

• 01/2011 → 12/2024
  John Hancock Funds, Llc
  Boston, MA
• 01/2011 → 12/2024
  Manulife Asset Management (Us) Llc
  Boston, MA
• 11/2018 → 12/2024
  John Hancock Advisers, Llc
  Boston, MA
• 01/2025 → Present
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Previous Registrations

• 2018-11-08 → 2024-12-31
  John Hancock Investment Management Llc
  Boston, MA
  Boston, MA
  Marshfield, MA
• 2011-01-18 → 2018-11-08
  Manulife Investment Management (Us) Llc
  Boston, MA
• 2010-05-04 → 2011-01-03
  Allspring Funds Management, Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2010-05-01

Other Names

• Jeffrey Paul Giddings