David Scott Jesse

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  West Des Moines, IA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  West Des Moines, IA

Other Businesses

Business Ownership; Parkstone, LLP; ; Payroll and HR services; 1045 76th Street, Suite 2000 West Des Moines, IA 50266, ,; Not Investment-Related; 01/01/2006; 1 to 9 hours per month; 1 to 9 during trading hours / J5 Investments; ; Real Estate; 10497 NW 114th Ave Granger, IA 50109, ,; Investment-Related; 11/04/2016; 0 hours per month; 0 during trading hours / Hansen and Jesse, LLC.; ; Rental Real Estate; 801 Keeler St Boone, IA, ,; Not Investment-Related; 01/01/2003; 1 to 9 hours per month; 1 to 9 during trading hours / Stratford Properties One, L.L.C; ; Rental Real Estate; 12245 Stratford Drive Clive, IA 50325, ,; Not Investment-Related; 01/01/2006; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  1999-06-30