Petar Marko Jordan

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:

Current Employers

Ameriprise Financial Services, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-06-02
NY	RA	APPROVED	2021-04-16
MN	RA	APPROVED	2018-01-08

TX RA
APPROVED_RES

Since 2023-06-02
NY RA
APPROVED

Since 2021-04-16
MN RA
APPROVED

Since 2018-01-08

Branch Locations

445 Broadhollow Rd Ste 317, Melville, NY 11747-3601 • United States

Merrick, NY • 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

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Melville	NY	09/2014	03/2020
Ameriprise Financial Services, Llc	Melville	NY	03/2020	Present

09/2014 → 03/2020

Ameriprise Financial Services, Inc.

Melville, NY
03/2020 → Present

Ameriprise Financial Services, Llc

Melville, NY

Other Businesses

Board of Directors; The Board; Board Member; 145 Marcus Blvd, Suite 4, Hauppauge, NY, 11788; Not Investment-Related; 02/24/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-11-01

S66 Uniform Combined State Law Examination

2016-11-01

Other Names

Peter Marko Jordan

View on SEC IAPD