Jesse Scott Jones

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

• 06/2008 → 03/2020
  Ameriprise Financial Services, Inc.
  Plano, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Allen, TX

Previous Registrations

• 2006-10-11 → 2008-04-30
  Ameriprise Financial Services, Llc
  Dallas, TX

Other Businesses

Outside Employment; Eden Casino Entertainment; Casino dealer - Staffing casino tables for corporate and/or charity events.; ; 2112 Hayes StMcKinney, TX 75071, ,; Not Investment-Related; 02/08/2019; 1 to 9 hours per month; 0 during trading hours / WLWA LLC; Operations Director for a P2 Ameriprise franchise.; Operations Director for a P2 Ameriprise franchise.; 700 Central Expressway S, STE 380, Allen, TX, 75013; Investment-Related; 04/01/2014; 60 hours per month; 60 during trading hours / The E Casino Events; Casino Entertainment party dealer / event manager - Staffing casino tables for charity events, private parties, corporate events, etc.; Casino entertainment company for charity events, private parties, corporate events, etc.; 100 Crescent Court, Suite 700, , Dallas, TX, 75201; Not Investment-Related; 03/26/2022; 40 to 59 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-10-10