Jessica D Walters
Investment adviser representative at Ameriprise Financial Services, LLC
19 yearsExperience
2 statesRegistered 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, LLCJun 2022 to now
- Cetera Investment Advisers LLCOct 2019 to Jun 2022
- Cetera Investment ServicesOct 2019 to Jun 2022
- First National Bank of PaJun 2019 to Jun 2022
- Purshe Kaplan Sterling InvestmentsJan 2009 to Jun 2019
- Hbk Sorce Advisory LLCOct 2007 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
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
- 5279329
- Firm CRD
- 6363