Reilly Margaret Jenkins

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

• 05/2024 → Present
  Ameriprise Financial Services, Llc
  Winchester, MA
• 09/2020 → 05/2024
  Bentley University
  Waltham, MA
• 05/2022 → 09/2023
  James Madison House
  Madison, CT
• 05/2021 → 09/2021
  The Thirsty Gull Ct
  Killingworth, CT
• 09/2019 → 03/2020
  Fork In The Road Llc
  Higganum, CT
• 09/2007 → 06/2020
  Regional School District 17
  Higganum, CT

Other Businesses

Outside Employment; Watermelon Bay, LLC; Associate Financial Advisor; Manage advisory business; 48 Mt. Vernon Street Suite 301, , Winchester, MA, 01890; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-25