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Rees Jenkins

Ameriprise Financial Services, LLC

Charlotte, NC

Charlotte, NC

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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-09
NC RA APPROVED 2024-07-30
  • TX RA
    APPROVED
    Since 2024-08-09
  • NC RA
    APPROVED
    Since 2024-07-30

Branch Locations

Charlotte, NC • United States

300 S Tryon St, Charlotte, NC 28202 • 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
OrganizationCityStateFromTo
The Vanguard Group, Inc. Charlotte NC 08/2022 02/2024
26 Acres Brewery Concord NC 05/2019 08/2019
Parking Management Company Charlotte NC 05/2019 08/2019
Fedex Concord NC 06/2020 08/2020
Celtic Masonry Huntersville NC 05/2021 08/2021
Harris Teeter Huntersville NC 04/2022 06/2022
No Employment Huntersville NC 08/2019 04/2020
No Employment Huntersville NC 08/2020 05/2021
No Employment Huntersville NC 08/2021 04/2022
Lake Norman Charter School Huntersville NC 08/2014 06/2018
Indiana University Bloomington IN 08/2018 12/2021
Ameriprise Financial Services, Llc Charlotte NC 05/2024 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-22
S63 Uniform Securities Agent State Law Examination 2023-02-23
  • 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

View on SEC IAPD

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JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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