Jesse M Miles

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

• 04/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Boca Raton, FL
• 11/2016 → 09/2021
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL
• 09/2021 → Present
  Ameriprise Finaincial Services, Llc
  Boca Raton, FL

Previous Registrations

• 2015-04-06 → 2021-09-08
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL
• 2009-06-01 → 2015-04-15
  Morgan Stanley
  Boca Raton, FL
  Coral Springs, FL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Coral Springs, FL
  Greenwich, CT
• 2004-09-13 → 2007-04-02
  Morgan Stanley Dw Inc.
  Greenwich, CT
  Greenwich, CT

Exams

• S66 Uniform Combined State Law Examination
  2004-09-10

Other Names

• Jesse Milane Miles
• Jesse Mclane Miles
• Jesse M Miles Jr
• Jesse M Miles
• Jesse M Miles Jr.
• Jesse Mclane Miles