Janelle O'BRien

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

• 02/2013 → 08/2020
  Edward Jones
  St Louis, MO
• 08/2020 → 07/2026
  Lpl Financial
  Burbank, CA
• 07/2026 → Present
  Ameriprise Financial Services, Llc
  Overland Park, KS

Previous Registrations

• 2020-08-31 → 2026-08-12
  Lpl Financial Llc
  Lake Winnebago, MO
  Leawood, KS
  Burbank, CA
  Sacramento, CA
  Burbank, CA
• 2013-06-03 → 2020-09-02
  Edward Jones
  St Louis, MO
  Burbank, CA

Other Businesses

Business Ownership; Hyacinth Capital, Inc.; Owner; The business is my S-Corp.; 4 Checotah Bluffs Circle, , Lake Winnebago, MO, 64034; Not Investment-Related; 09/14/2020; 0 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-04-05

Other Names

• Janelle Louise O'BRien
• Janelle Samples
• Janelle O'BRien Samples
• Janelle O'BRien