Jessica Ann Shillington
Investment adviser representative at Ameriprise Financial Services, LLC
15 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
15 years in the industry.
- Ameriprise Financial Services, LLCApr 2026 to now
- Ameritas Advisory Services, LLCNov 2025 to Mar 2026
- Ameritas Investment Company, LLCNov 2025 to Mar 2026
- Harvest Wealth GroupOct 2025 to Mar 2026
- Thrivent FinancialMar 2024 to Oct 2025
- Thrivent Investment Management Inc.Aug 2023 to Oct 2025
- Andrea Dodd - Thrivent FinancialNov 2011 to Mar 2024
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 5391823
- Firm CRD
- 6363