Rees 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

• 08/2022 → 02/2024
  The Vanguard Group, Inc.
  Charlotte, NC
• 05/2019 → 08/2019
  26 Acres Brewery
  Concord, NC
• 05/2019 → 08/2019
  Parking Management Company
  Charlotte, NC
• 06/2020 → 08/2020
  Fedex
  Concord, NC
• 05/2021 → 08/2021
  Celtic Masonry
  Huntersville, NC
• 04/2022 → 06/2022
  Harris Teeter
  Huntersville, NC
• 08/2019 → 04/2020
  No Employment
  Huntersville, NC
• 08/2020 → 05/2021
  No Employment
  Huntersville, NC
• 08/2021 → 04/2022
  No Employment
  Huntersville, NC
• 08/2014 → 06/2018
  Lake Norman Charter School
  Huntersville, NC
• 08/2018 → 12/2021
  Indiana University
  Bloomington, IN
• 05/2024 → Present
  Ameriprise Financial Services, Llc
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-22
• S63 Uniform Securities Agent State Law Examination
  2023-02-23

Other Names

• Rees Jenkins
• Rees William Jenkins
• Rees W Jenkins