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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Norman Jones is a financial advisor with Ameriprise Financial Services, LLC. Jeffrey has been in the industry since August 3, 2000. Jeffrey holds a Series 66 and Series 7 license and is registered in 17 states and two districts. Jeffrey is also registered with FINRA and is a Registered Representative with Ameriprise. Jeffrey has a previous registration with IDS Life Insurance Company. Jeffrey has been with Ameriprise since September 2005. Jeffrey also has outside employment with Brad Swartzwelder Inc. Jeffrey specializes in offering financial planning, pension consulting, educational seminars, asset allocation services, selection of other advisors, and portfolio management services for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
09/07/2000 - Present
Ameriprise Financial Services, LLC (MIDLOTHIAN VA)
MN
08/03/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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