Jeremy Stephen Leavitt

Current Employers

Employment History

• 01/2016 → 04/2018
  Mountain America Federal Credit Union
  Salt Lake City, UT
• 04/2017 → 04/2018
  Lpl Financial Llc
  Salt Lake City, UT
• 05/2018 → 03/2020
  Ameriprise Financial Services, Inc.
  Sandy, UT
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Sandy, UT

Other Businesses

Business Ownership; Chasqui SLC LLC; Owner; Real Estate; 1973 E Fielding Hill Lane, , Draper, UT, 84020; Investment-Related; 01/16/2025; 1 to 9 hours per month; 0 during trading hours / Chasqui Management LLC; Owner; Manage Ameriprise Business; 2180 S 1300 E, Suite 420, Salt Lake City, UT, 84106; Investment-Related; 01/27/2026; 60 hours per month; 60 during trading hours. Board of Directors; Oxford Manor Home Owners Association; General Board Member; 125 E 1st Ave, , SLC, UT, 84103; Not Investment-Related; 08/03/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; University of Utah; Employee of the University.; Adjunct Professor teaching financial planning courses to undergraduate students at the University of Utah.; 201 Presidents Circle, , Salt Lake City, UT, 84112; Not Investment-Related; 09/02/2024; 1 to 9 hours per month; 0 during trading hours / Chasqui Management LLC; Owner; Manage advisory business; 2180 S 1300 E, Suite 420, Salt Lake City, UT, 84106; Investment-Related; 03/04/2026; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-09-12
• S63 Uniform Securities Agent State Law Examination
  2017-09-26

Designations

Other Names

• Jeremy Stephen Leavitt
• Jeremy Leavitt