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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-06-17
KS RA APPROVED 2024-06-14
  • MO RA
    APPROVED
    Since 2024-06-17
  • KS RA
    APPROVED
    Since 2024-06-14

Branch Locations

301 Nw Englewood Rd, Gladstone, MO 64118-4024 • 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
Edward Jones St Louis MO 09/2010 07/2020
Independent Financial Group Ottawa KS 07/2020 07/2022
Lpl Financial, Llc Wellsville KS 07/2022 08/2022
Cuso Financial Services, Lp San Diego CA 08/2022 06/2024
Ameriprise Financial Services, Llc Gladstone MO 06/2024 Present
Previous Registrations
  • 2022-08-18 → 2024-06-25
    Cuso Financial Services, L.P.
    Leavenworth, KS
  • 2022-07-25 → 2022-08-25
    San Diego, CA
    Wellsville, KS
  • 2020-07-24 → 2022-06-15
    Ottawa, KS
    San Diego, CA
    Wellsville, KS
  • 2010-11-02 → 2020-08-07
    Ottawa, KS
    St Louis, MO
    Olathe, KS
    Overland Park, KS
Other Businesses

Outside Employment; Mazuma Wealth Management; I am a finanancial advisor for Mazuma Wealth Management clearing through Ameriprise.; Manage advisory business; 301 NW Englewood Rd, , Gladstone, MO, 64118; Investment-Related; 06/14/2024; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-29
  • S66 Uniform Combined State Law Examination
    2010-10-29
Other Names
  • Jason Michael Berve
  • Jason M Berve

View on SEC IAPD

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