Jason Scott Curfman

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

• 08/2016 → 03/2020
  Ameriprise Financial Services, Inc.
  Raleigh, NC
• 06/2016 → 12/2016
  Triangle Futbol Club
  Raleigh, NC
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Raleigh, NC

Other Businesses

Business Ownership; Serving to Multiply, Inc.; Minority owner of business that is meant to support majority owner's role as an Ameriprise Franchisee. Business is created to manage the Ameriprise Franchise.; Entity is a "holding co" to channel expenses; 115 Romaine Ct, , Cary, NC, 27513; Investment-Related; 11/01/2021; 0 hours per month; 0 during trading hours. Outside Employment; Serving to Multiply, Inc.; Co-owner; Manage advisory business; 115 Romaine Ct, , Cary, NC, 27513; Investment-Related; 12/05/2023; 0 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-28
• S63 Uniform Securities Agent State Law Examination
  2018-01-29