Jackson D Odams

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

• 08/2023 → Present
  Ameriprise Financial Services, Llc
  Auburndale, MA
• 09/2015 → 08/2020
  Saint John's Prep
  Danvers, MA
• 02/2020 → 08/2020
  Dairy Queen
  Ipswich, MA
• 08/2020 → 05/2024
  Bentley University
  Waltham, MA
• 05/2023 → 08/2023
  Baystate Financial
  Boston, MA
• 05/2022 → 10/2022
  Jake N Joe's Sports Grill
  Waltham, MA

Other Businesses

Outside Employment; NetFlows, LLC; Being paid through the LLC for the work I do at Ameriprise; Manage advisory business; 275 Grove St, Ste 1W-305, , Auburndale, MA, 02466-2272; Investment-Related; 06/03/2024; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-03-19

Other Names

• Jackson Odams
• Jackson David Odams