Jessica L Szeflin
Investment adviser representative at Ameriprise Financial Services, LLC
19 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
19 years in the industry.
- Ameriprise Financial Services, LLCJan 2022 to now
- Cetera Investment Advisers LLCAug 2018 to Jan 2022
- First Allied Securities, Inc.Apr 2015 to Aug 2018
- Summit Brokerage Services, Inc.Apr 2015 to Aug 2018
- Girard Securities IncApr 2015 to Nov 2017
- Legend Equities CorporationApr 2015 to Dec 2016
- Investors Capital CorpApr 2015 to Nov 2016
- Vsr Financial ServicesApr 2015 to Nov 2016
- Cetera Advisor Networks LLCMay 2013 to Aug 2018
- Cetera Advisors LLCMay 2013 to Aug 2018
- Cetera Financial Specialists LLCMay 2013 to Aug 2018
- Cetera Investment Services LLCJul 2007 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 2758928
- Firm CRD
- 6363