Jordan Shockley

Ameriprise Financial Services, LLC

Minneapolis, MN

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Current Employers

Ameriprise Financial Services, Llc

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

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2026-08-21

MN RA
APPROVED

Since 2026-08-21

Branch Locations

Minneapolis, MN • United States

701 Lake St E Ste 290, Wayzata, MN 55391 • 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

Organization	City	State	From	To
Ameriprise Financial Services, Llc	Edina	MN	08/2022	Present
Lumitas Wealth Strategies	Woodbury	MN	04/2022	07/2022
Wells Fargo	Woodbury	MN	11/2021	03/2022
Best Oil Company	Cloquet	MN	06/2017	04/2021
University Of Wisconsin-Superior	Superior	WI	09/2013	05/2017
Unemployed	Duluth	MN	05/2021	10/2021

08/2022 → Present

Ameriprise Financial Services, Llc

Edina, MN
04/2022 → 07/2022

Lumitas Wealth Strategies

Woodbury, MN
11/2021 → 03/2022

Wells Fargo

Woodbury, MN
06/2017 → 04/2021

Best Oil Company

Cloquet, MN
09/2013 → 05/2017

University Of Wisconsin-Superior

Superior, WI
05/2021 → 10/2021

Unemployed

Duluth, MN

Other Businesses

Real Estate Ownership; Single Family; 107 Greenwood Ln , , Duluth, MN, 55803; Not Investment-Related; 11/15/2021.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-08-19
S63	Uniform Securities Agent State Law Examination	2026-03-10

S65 Uniform Investment Adviser Law Examination

2026-08-19
S63 Uniform Securities Agent State Law Examination

2026-03-10

Other Names

Jordan L Shockley
Jordan Shockley
Jordan Lee James Shockley

View on SEC IAPD

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