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Parker Lee Smith

Ameriprise Financial Services, LLC

Jacksonville, FL

CRD 6941109

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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
FL RA APPROVED 2026-01-13
  • FL RA
    APPROVED
    Since 2026-01-13

Branch Locations

6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216-6220 • 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 Jacksonville FL 01/2022 Present
University Of North Florida Jacksonville FL 08/2020 12/2024
Bag-A-Nut Jacksonville FL 01/2021 12/2021
Unemployed Jacksonville FL 01/2014 01/2021
  • 01/2022 → Present
    Ameriprise Financial Services, Llc
    Jacksonville, FL
  • 08/2020 → 12/2024
    University Of North Florida
    Jacksonville, FL
  • 01/2021 → 12/2021
    Bag-A-Nut
    Jacksonville, FL
  • 01/2014 → 01/2021
    Unemployed
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-31
  • S66 Uniform Combined State Law Examination
    2025-12-31
Other Names
  • Parker Smith

View on SEC IAPD

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