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Jeffrey Neil Evans

Ameriprise Financial Services, LLC

Canonsburg, PA

Washington, PA

CRD 1112809

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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:

Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-05
PA RA APPROVED 2003-07-29
  • TX RA
    APPROVED
    Since 2022-10-05
  • PA RA
    APPROVED
    Since 2003-07-29

Branch Locations

375 Southpointe Blvd Ste 230, Canonsburg, PA 15317-8587 • United States

Washington, PA • 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
Ameriprise Financial Services, Inc. Canonsburg PA 03/1983 03/2020
Ameriprise Financial Services, Llc Canonsburg PA 03/2020 Present
Other Businesses

Fiduciary Activities; Agent named in a health care directive or living will.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-08-03
  • S63 Uniform Securities Agent State Law Examination
    1983-08-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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