Jaymi Farrell
Investment adviser representative at Ameriprise Financial Services, LLC
13 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
13 years in the industry.
- Ameriprise Financial Services, LLCAug 2025 to now
- UBS Financial Services, Inc.Dec 2024 to Aug 2025
- Fidelity InvestmentsAug 2019 to Dec 2024
- M&d SupplyMay 2019 to Jul 2019
- HomemakerDec 2018 to May 2019
- USAA Financial Planning ServicesMar 2018 to Dec 2018
- HomemakerAug 2017 to Mar 2018
- Fidelity Brokerage Services, LLCJun 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2016
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 5702578
- Firm CRD
- 6363