Alexander Mark Brennan

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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

10 years in the industry.

1. Ameriprise Financial Services, LLCJul 2024 to now
2. J.P. Morgan Securities LLCAug 2023 to Jun 2024
3. JPMorgan Chase Bank, N.A.Aug 2023 to Mar 2024
4. UnemployedJun 2023 to Jul 2023
5. Truist Advisory Services IncJul 2022 to May 2023
6. Truist BankJul 2022 to May 2023
7. Truist Investment Services IncJul 2022 to May 2023
8. James River Asset Management LLCApr 2022 to Jun 2022
9. J.W. Cole Financial, IncApr 2022 to May 2022
10. James River Wealth ManagementApr 2022 to May 2022
11. Morgan StanleyDec 2019 to Mar 2022
12. StauerMay 2019 to Nov 2019
13. American Residential Services (ars Rescue Rooter)Mar 2019 to May 2019
14. UnemployedFeb 2019 to Feb 2019
15. The Rich GroupOct 2018 to Jan 2019
16. UnemployedAug 2018 to Sep 2018
17. Bank of America, N.A.Jul 2017 to Jul 2018
18. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2017 to Jul 2018
19. UnemployedApr 2017 to Jun 2017
20. Ameriprise Financial Services LLCFeb 2017 to Mar 2017
21. Annuity SoldNov 2016 to Feb 2017
22. Carpet LandSep 2016 to Feb 2017

Exams passed

• Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 1 state (VA).

Ameriprise Financial Services, LLC

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

6213084

Firm CRD

6363