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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse David Thompson is a financial advisor with Ameriprise Financial Services, LLC. Jesse has been in the financial industry since 2010 and has a wide range of experience working with individual and institutional clients. Jesse holds a variety of licenses, including Series 6, 7, 24, 52, 53, and 66, and provides a variety of services, including financial planning, asset allocation services, and portfolio management. Prior to working at Ameriprise, Jesse worked at U.S. Bancorp Investments, Inc., LPL Financial LLC, and Uvest Financial Services Group, Inc.
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.
1
2
MN
06/30/2016 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
11/20/2013 - 04/13/2015
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
10/11/2011 - 11/07/2013
LPL FINANCIAL LLC (MINNEAPOLIS MN)
MN
12/23/2010 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (MINNEAPOLIS MN)
MN
03/28/2008 - 11/06/2008
UVEST FINANCIAL SERVICES GROUP, INC. (ANOKA MN)
BOTH
Issued 09/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2014
Series 4 - Registered Options Principal Examination
BC
Issued 03/03/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/29/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/26/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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