Carolyn Merriam Jenkins
Investment adviser representative at Ameriprise Financial Services, LLC
19 yearsExperience
10 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
Are you Carolyn Merriam Jenkins? 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
19 years in the industry.
- Ameriprise Financial Services, LLCJan 2017 to now
- Cri Securities, LLCAug 2010 to Dec 2016
- Securian Financial Services, IncOct 2008 to Dec 2016
- Minnesota Life Insurance CompanySep 2007 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 10 states (AL, AR, MN, MS, NE, NV, OK, RI, VA, WA).
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
- 5417940
- Firm CRD
- 6363