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Jordan Michael Bernstein

Ameriprise Financial Services, LLC

Boca Raton, FL

Boca Raton, FL

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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-02-04
FL RA APPROVED 2020-12-09
  • TX RA
    APPROVED
    Since 2021-02-04
  • FL RA
    APPROVED
    Since 2020-12-09

Branch Locations

4800 N Federal Hwy Ste D200, Boca Raton, FL 33431-3413 • United States

Boca Raton, FL • 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
Ameriprise Financial Services, Llc Boca Raton FL 08/2019 Present
Florida State University Tallahassee FL 06/2015 08/2019
Ameriprise Financial Services, Llc Boca Raton FL 06/2017 08/2017
Other Businesses

Independent Insurance Brokering; American Equity; 08/25/2025; Fixed Annuity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-29
  • S66 Uniform Combined State Law Examination
    2020-11-29

View on SEC IAPD

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Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
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