Jordan Alexandra Foreman
Investment adviser representative at Ameriprise Financial Services, LLC
9 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
9 years in the industry.
- Ameriprise Financial Services, LLCMay 2018 to now
- Northeastern Local School DistrictJan 2019 to May 2022
- Girls Scouts of the Nation's CapitalJan 2017 to May 2017
- CvsSep 2016 to Aug 2017
- Shiftology Communication (wilt Pr)Jun 2016 to May 2018
- The Ohio State UniversityAug 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6947617
- Firm CRD
- 6363