Jordan Timothy Bannerman
Investment adviser representative at Ameriprise Financial Services, LLC
4 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
4 years in the industry.
- Ameriprise Financial Services, LLCOct 2020 to now
- UnemployedSep 2020 to Oct 2020
- Edward JonesJun 2020 to Sep 2020
- American National Bank of TexasApr 2019 to Jun 2020
- LPL FinancialApr 2019 to Jun 2020
- Ranstad StaffingDec 2018 to Apr 2019
- USAA Investment Management CompanyDec 2018 to Apr 2019
- UnemployedMar 2018 to Dec 2018
- Self Employed Sports OfficialAug 2016 to Feb 2020
- Scottrade, Inc.Jun 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 6064103
- Firm CRD
- 6363