Michael Jeshiva

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

• 06/2026 → Present
  Ameriprise Financial Services, Llc
  Melville, NY
• 05/2014 → 11/2016
  Wells Fargo Advisors Llc
  Woodbury, NY
• 11/2016 → 06/2026
  Wells Fargo Clearing Services, Llc
  Woodbury, NY

Previous Registrations

• 2014-05-09 → 2026-06-15
  Wells Fargo Clearing Services, Llc
  Woodbury, NY
• 2009-06-01 → 2014-05-19
  Morgan Stanley
  Jericho, NY
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Jericho, NY
• 2005-03-18 → 2007-04-02
  Morgan Stanley Dw Inc.
  Greenwich, CT
  Darien, CT
  Jericho, NY
  Greenwich, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-17
• S63 Uniform Securities Agent State Law Examination
  1996-05-08

Other Names

• Michael Robert Jeshiva
• Michael Jeshiva