Jared Barnes

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

• 05/2021 → 08/2023
  Uw-It Do-It
  Seattle, WA
• 11/2022 → 03/2023
  Lifestyle Equities Strategic Advisory Firm Remote
  New York, NY
• 06/2023 → 08/2023
  San Diego Gulls Hockey Club
  San Diego, CA
• 09/2020 → 05/2021
  Full Time Education
  Seattle, WA
• 08/2016 → 08/2020
  Full Time Education
  Carlsbad, CA
• 08/2024 → 07/2025
  Charles Schwab & Co., Inc.
  Austin, TX
• 08/2023 → 06/2024
  Full Time Education
  Seattle, WA
• 07/2025 → Present
  Ameriprise Financial Services, Llc
  Austin, TX

Previous Registrations

• 2025-02-04 → 2025-07-30
  Charles Schwab & Co., Inc.
  Austin, TX

Other Businesses

Outside Employment; Your My Boy Blue LLC; Associate Financial Advisor; Manage advisory business; 8310-1 N Capital of Texas Hwy, , Austin, TX, 78731; Investment-Related; 03/09/2021; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-02-03
• S63 Uniform Securities Agent State Law Examination
  2025-01-09

Other Names

• Jared Barnes
• Jared Taylor Barnes