Jesse Allan Beckermann

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Hayward, WI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Hayward, WI

Other Businesses

Real Estate Ownership; Single Family; 15971 W 3rd ST.Hayward, WI 54843, ,; ; / Single Family; 13067W State Hwy 77Hayward, WI 54843, ,; ; 06/01/2011 / Commercial; 10617 Main St. Hayward, WI 54843, ,; ; 10/01/2008 / Commercial; Woodridge Lane Lot 3, , Hayward, WI, 54843; Not Investment-Related; 06/25/2022 / Lot/Land; Tax ID 11553, Cty B and K, Hayward, WI, 54843; Not Investment-Related; 01/01/2027. Business Ownership; JAB Operations LLC; Member; Manage Ameriprise Business; 10617 Main St., , Hayward, WI, 54843; Investment-Related; 02/11/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Hayward Wesleyan Church; Treasurer; St Hwy 77Hayward WI 54843, ,; Not Investment-Related; 06/01/2017; 10 to 19 hours per month; 1 to 9 during trading hours / Sherman and Ruth Weiss Community Library; member of finance committee (not a board member); 10788 Hwy 27/77, , Hayward, WI, 54843; Investment-Related; 03/15/2021; 1 to 9 hours per month; 0 during trading hours / Greater Hayward House of Hope; vice president; 10605 Main St., , Hayward, WI, 54843; Not Investment-Related; 03/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; JAB Operations LLC; Member; Manage advisory business; 10617 Main St., , Hayward, WI, 54843; Investment-Related; 02/11/2026; 1 to 9 hours per month; 60 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-03-06