Jeffrey Eric Israel
Investment adviser representative at Ameriprise Financial Services, LLC
15 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
Are you Jeffrey Eric Israel? Claim your profile
Contact this firm
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
15 years in the industry.
- Ameriprise Financial Services, LLCFeb 2025 to now
- Self EmployedJun 2024 to Dec 2024
- Hilltop Securities Inc.May 2021 to May 2024
- Wells Fargo Bank, N. A.Mar 2011 to May 2021
- Wells Fargo Securities, LLCMar 2011 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 5382457
- Firm CRD
- 6363