Jeffrey Hummel

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

• 06/2019 → 08/2019
  The Da Vinci Science Center
  Allentown, PA
• 06/2021 → 09/2021
  Resource Capital Funds
  Denver, CO
• 08/2017 → 05/2021
  Lafayette College
  Easton, PA
• 06/2016 → 06/2019
  Leiser's Sales And Rentals
  Bethlehem, PA
• 06/2020 → 07/2020
  Tall Timbers Nursery, Inc.
  Allentown, PA
• 08/2013 → 05/2017
  Moravian Academy
  Bethlehem, PA
• 03/2022 → 08/2025
  Cornerstone Advisors Asset Management, Llc
  Bethlehem, PA
• 10/2021 → 02/2022
  Unemployed
  Bethlehem, PA
• 03/2022 → 08/2025
  Cornerstone Benefits, Inc.
  Bethlehem, PA
• 03/2022 → 08/2025
  M Holdings Securities, Inc.
  Bethlehem, PA
• 03/2022 → 08/2025
  Cornerstone Institutional Investors, Llc
  Bethlehem, PA
• 01/2023 → Present
  Jeffrey Hummel
  Fountain Hill, PA
• 03/2022 → 08/2025
  Cornerstone Benefits, Inc.
  Bethlehem, PA
• 03/2022 → 08/2025
  Cornerstone Institutional Investors
  Bethlehem, PA
• 09/2025 → Present
  Ameriprise Financial Services, Llc
  Allentown, PA

Previous Registrations

• 2022-08-24 → 2025-08-18
  Cornerstone Advisors Asset Management, Llc
  Bethlehem, PA

Other Businesses

Real Estate Ownership; Single Family; 607 Norway Place, , Fountain Hill, PA, 18015; Investment-Related; 01/01/2023. Outside Employment; RIME Associates, LLC; Employee - Associate Financial Advisor; Manage advisory business; 5100 W. Tilghman Street, Suite 211, Allentown, PA, 18104; Investment-Related; 09/16/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-19

Other Names

• Jeffrey Yoon Hummel