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Jeffery Davis

Ameriprise Financial Services, LLC

Plano, TX

Celina, TX

CRD 6814476

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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
TX RA APPROVED 2023-07-03
  • TX RA
    APPROVED
    Since 2023-07-03

Branch Locations

6860 N Dallas Pkwy Ste 500, Plano, TX 75024 • United States

Celina, TX • 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 Inc Plano TX 09/2019 06/2020
Team Sports Agency Dallas TX 05/2018 08/2019
Morgan Stanley Dallas TX 09/2017 09/2018
Millar Construction Frisco TX 10/2016 08/2017
Student Frisco TX 08/2001 09/2016
Fidelity Investments Dallas TX 05/2021 03/2023
Unemployed Frisco TX 07/2020 04/2021
Ameriprise Financial Services Plano TX 03/2023 03/2023
Ameriprise Financial Services, Llc Plano TX 03/2020 03/2020
Ameriprise Financial Services, Llc. Plano TX 03/2023 Present
  • 09/2019 → 06/2020
    Ameriprise Financial Services Inc
    Plano, TX
  • 05/2018 → 08/2019
    Team Sports Agency
    Dallas, TX
  • 09/2017 → 09/2018
    Morgan Stanley
    Dallas, TX
  • 10/2016 → 08/2017
    Millar Construction
    Frisco, TX
  • 08/2001 → 09/2016
    Student
    Frisco, TX
  • 05/2021 → 03/2023
    Fidelity Investments
    Dallas, TX
  • 07/2020 → 04/2021
    Unemployed
    Frisco, TX
  • 03/2023 → 03/2023
    Ameriprise Financial Services
    Plano, TX
  • 03/2020 → 03/2020
    Ameriprise Financial Services, Llc
    Plano, TX
  • 03/2023 → Present
    Ameriprise Financial Services, Llc.
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-03
  • S66 Uniform Combined State Law Examination
    2023-07-03
Other Names
  • Jeffery Malcolm Davis
  • Jeff Davis

View on SEC IAPD

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