Jana Luann Merlo

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

• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Monroeville, PA
• 01/1999 → 03/2020
  Ameriprise Financial Services, Inc.
  Pittsburgh, PA

Other Businesses

Real Estate Ownership; Commercial; 148 S Main Street Homer City, PA 15748, ,; ; . Business Ownership; Main Street Garage & Auto Body; ; Auto Service; 148 S Main Street Homer City, PA 15748, ,; ; 07/01/1984; 0 hours per month; / Jana L. Merlo; Owner; conduct paraplanner service and client support services.; 2790 Mosside Blvd Ste 620, , Monroeville , PA, 15146; Not Investment-Related; 01/01/2020; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-11-24
• S63 Uniform Securities Agent State Law Examination
  1999-03-06