Robert John Blackwell

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

• 09/1996 → Present
  Levine, Jacobs & Co.
  Livingston, NJ
• 01/2013 → 06/2016
  Cetera Advisor Networks Llc
  El Segundo, CA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Red Bank, NJ
• 06/2016 → 03/2020
  Ameriprise Financial Services, Inc.
  Red Bank, NJ

Previous Registrations

• 2003-08-28 → 2016-07-01
  Cetera Wealth Services, Llc
  Livingston, NJ
• 2002-11-20 → 2003-08-15
  Access Wealth
  Clifton, NJ

Other Businesses

Real Estate Ownership; Single Family; 9-10 Longhill RoadLittle falls, NJ, ,; Not Investment-Related; 10/01/1997. Business Ownership; Old Farm Management LLC; Property Management advisory services; Property management advisory; 15 Old Farm Road, , North Caldwell, NJ, 07006; Not Investment-Related; 06/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Fire and Gas Detection Technologies, Inc.; Director; 4222 E La Palma Avenue, , Anaheim, CA, 92807; Not Investment-Related; 06/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Nicole A Herlinsky, CPA; Outside tax preparer; Tax Preparation; 2001 Rt. 46, Suite 310, Parsippany, NJ, 07054; Not Investment-Related; 01/01/2025; 10 to 19 hours per month; 10 to 19 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-24
• S63 Uniform Securities Agent State Law Examination
  1999-03-10

Designations

• Personal Financial Specialist

Other Names

• Robert John Blackwell
• Robert John Blackwell