Jeffrey Dean Bellucci

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.
  Louisville, KY
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Louisville, KY

Other Businesses

Independent Insurance Brokering; Guardian; 01/17/2007; . Board of Directors; Hopeful Hearts Foundation Inc.; Board Member; PO Box 437015, , Louisville, KY, 40253; Not Investment-Related; 05/01/2002; 1 to 9 hours per month; 1 to 9 during trading hours / Clydesdale Athletic Club; Board Member; PO Box 991702, , Louisville, KY, 40269; Not Investment-Related; 01/01/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Jeffrey D Bellucci Inc; President - President - Entity formed to manage Ameriprise practice; ; 2876 Veechdale Road, , Louisville, KY, 40067; Investment-Related; 06/27/2017; 60 hours per month; 60 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-05-03

Other Names

• Jeff Bellucci
• Jeffrey Bellucci