Joseph Cupoli
Investment adviser representative at Ameriprise Financial Services, LLC
10 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
10 years in the industry.
- Ameriprise Financial Services, LLCApr 2026 to now
- J.P. Morgan Securities LLCAug 2025 to Apr 2026
- JPMorgan Chase Bank, N.A.Aug 2025 to Apr 2026
- Cetera Wealth Services, LLCSep 2024 to Aug 2025
- Fidelity InvestmentsJul 2022 to Aug 2024
- J.P. Morgan Securities LLCAug 2021 to Jul 2022
- JPMorgan Chase Bank, N.A.Aug 2021 to Jul 2022
- Uber EatsDec 2020 to Jan 2022
- Securian Financial Services, Inc.Jan 2017 to Aug 2021
- UnemployedAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6664941
- Firm CRD
- 6363