Jason King

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

• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Richmond, VA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Richmond, VA

Previous Registrations

• 2003-06-25 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Glen Allen, VA
  Richmond, VA
• 2003-03-31 → 2003-06-25
  Choreo, Llc
  Richmond, VA

Other Businesses

Other Business Activities; Home rental for commercials or film shoot; My personal residence will be made available for a location scout for use in commercials, small photo shoots or other special needs select producers. There may be little to no income ever received from participating but wanted to disclose the potential future income though it is expected to be very minor & not involve any Ameriprise clients.; 10 Nomas Ln, , Henrico, VA, 23238; Not Investment-Related; 01/01/2024; 0 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-24
• S63 Uniform Securities Agent State Law Examination
  2000-06-29

Designations

• Certified Financial Planner