Justin Neal Jenkins

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

• 04/2012 → 10/2018
  Wells Fargo Bank Na
  Milwaukie, OR
• 07/2014 → 11/2016
  Wells Fargo Advisors Llc
  Milwaukie, OR
• 11/2016 → 10/2018
  Wells Fargo Clearing Services, Llc
  Milwaukie, OR
• 10/2018 → 12/2020
  Keybank
  Portland, OR
• 11/2018 → 12/2020
  Key Investment Services
  Portland, OR
• 12/2020 → 10/2024
  Key Investment Services
  Portland, OR
• 10/2024 → Present
  Ameriprise Financial Services, Llc
  Midvale, UT

Previous Registrations

• 2019-12-04 → 2024-11-08
  Key Investment Services Llc
  Vancouver, WA
  Portland, OR
  Brooklyn, OH
  Portland, OR
  Milwaukie, OR
  Murray, UT
• 2017-11-10 → 2018-10-30
  Wells Fargo Clearing Services, Llc
  Milwaukie, OR
  Vancouver, WA
  Gresham, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-10
• S63 Uniform Securities Agent State Law Examination
  2017-08-23

Other Names

• Justin N Jenkins
• Justin Jenkins