Juanita Reynolds Stephens

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Metairie, LA
• 05/1984 → Present
  Ameriprise Financial Service, Llc
  Metairie, LA

Other Businesses

Business Ownership; Mansa Musa Partners; Member/Manager; Administrative and operational support and expense sharing; 2955 Ridgelake Dr, Ste 103, Metairie, LA, 70002; Investment-Related; 06/30/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Mansa Musa Operations; Member/Manager; Administrative and operational support; 2955 Ridgelake Dr, Ste 103, Metairie, LA, 70002; Investment-Related; 06/30/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Stephens Properties of FL LLC; Member; Real estate; 4807 CR-466A, , Wildwood, FL, 34785; Investment-Related; 01/01/2014; 0 hours per month; 0 during trading hours / Stephens Properties LLC; Member; Real estate; 2955 Ridgelake Dr, , Metairie, LA, 70002; Investment-Related; 01/01/2000; 0 hours per month; 0 during trading hours. Outside Employment; Mansa Musa Operations; Member/Manager - Member/Manager; ; 2955 Ridgelake Dr, Ste 103, , Metairie, LA, 70002; Not Investment-Related; 06/30/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Mansa Musa Partners; Member/Manager - Member/Manager; ; 2955 Ridgelake Dr, Ste 103, , Metairie, LA, 70002; Not Investment-Related; 06/30/2022; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-04-03

Other Names

• Juanita Caldera Stephens
• Juanita Caldarera Stephens
• Anita Reynolds
• Juanita Caldarera Reynolds