Jackson Douglas Welsh

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 → Present
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 07/2014 → 06/2018
  James Madison Memorial High School
  Madison, WI
• 07/2018 → 06/2022
  University Of Wisconsin - La Crosse
  La Crosse, WI
• 06/2017 → 07/2022
  Hawks Landing Golf Course
  Verona, WI
• 06/2016 → 08/2020
  Hawks Landing Pool
  Verona, WI
• 06/2021 → 08/2021
  Sub-Zero Group, Inc
  Madison, WI

Exams

• S66 Uniform Combined State Law Examination
  2023-01-07

Other Names

• Jackson Welsh