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Jessica Lynne Myers

Ameriprise Financial Services, LLC

Liverpool, NY

CRD 6747032

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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:

Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-15
TX RA APPROVED 2026-01-05
  • NY RA
    APPROVED
    Since 2026-01-15
  • TX RA
    APPROVED
    Since 2026-01-05

Branch Locations

7672 Oswego Rd, Liverpool, NY 13090 • 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
OrganizationCityStateFromTo
Dean James Ripley Phoenix NY 01/2017 11/2025
Target Clay NY 10/2014 12/2016
Jeanine Snyder Boulder CO 02/2017 11/2025
Northwestern Mutual Investment Services Llc Phoenx NY 04/2017 11/2025
Trevor Garlock Phoenix NY 06/2018 11/2025
Northwestern Mutual Wealth Management Company Milwaukee WI 02/2022 11/2025
Ameriprise Financial Services, Llc Liverpool NY 11/2025 Present
  • 01/2017 → 11/2025
    Dean James Ripley
    Phoenix, NY
  • 10/2014 → 12/2016
    Target
    Clay, NY
  • 02/2017 → 11/2025
    Jeanine Snyder
    Boulder, CO
  • 04/2017 → 11/2025
    Northwestern Mutual Investment Services Llc
    Phoenx, NY
  • 06/2018 → 11/2025
    Trevor Garlock
    Phoenix, NY
  • 02/2022 → 11/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 11/2025 → Present
    Liverpool, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-05
S63 Uniform Securities Agent State Law Examination 2017-09-18
  • S66 Uniform Combined State Law Examination
    2026-01-05
  • S63 Uniform Securities Agent State Law Examination
    2017-09-18
Other Names
  • Jessica Lynne Myers
  • Jessica L Myers

View on SEC IAPD

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