Jana Hunt Calongne

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

• 09/2015 → 07/2021
  Citigroup
  Houston, TX
• 07/2021 → 11/2023
  Comerica
  Houston, TX
• 11/2023 → Present
  Ameriprise Financial Services, Llc
  Houston, TX

Previous Registrations

• 2021-08-17 → 2023-11-03
  Comerica Securities
  Houston, TX
• 2015-11-09 → 2021-04-21
  Citigroup Global Markets Inc.
  Houston, TX
  Denver, CO
• 2011-01-03 → 2015-09-30
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Minneapolis, MN
  Houston, TX
  Houston, TX
• 2004-09-30 → 2011-01-03
  Wells Fargo Investments, Llc
  Houston, TX
  Houston, TX
  Houston, TX
• 2004-07-13 → 2004-08-25
  Chase Investment Services Corp.
  Houston, TX
• 2001-11-23 → 2004-05-24
  Chase Investment Services Corp.
  Houston, TX

Other Businesses

Outside Employment; Comerica Bank; Wealth Advisor; financial advisor; 2 Riverway, , Houston, TX, 77056; Investment-Related; 11/06/2023; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-31
• S63 Uniform Securities Agent State Law Examination
  1999-04-17

Other Names

• Jana Hunt