Jeffrey Michael Dowd
Investment adviser representative at Ameriprise Financial Services, LLC
42 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
42 years in the industry.
- Ameriprise Financial Services, Inc.Sep 2005 to now
- Uslife Ins Co. (amer Life Underwrite)Jan 1993 to now
- American Life UnderwritersFeb 1992 to now
- Self Employed Gnl ContractingJan 1992 to now
- Connecticut General Life Ins. Co.Jun 1988 to now
- Prestige & Concept Home BuildersJun 1984 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
State registrations
Registered as an investment adviser representative in 1 state (FL).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1946715
- Firm CRD
- 6363