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Aman Jagga

Investment adviser representative at Ameriprise Financial Services, LLC
16 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

16 years in the industry.

  1. Ameriprise Financial Services, LLCJul 2025 to now
  2. Cetera Investment Advisers LLCJun 2023 to Jul 2025
  3. Cetera AdvisorsDec 2019 to Jul 2025
  4. Cetera Financial SpecialistsDec 2019 to Jul 2025
  5. First Allied Securities, Inc.Dec 2019 to Sep 2022
  6. Cetera Wealth Services, LLCNov 2019 to Jul 2025
  7. GenpactNov 2019 to Jul 2025
  8. StudentJan 2010 to Oct 2019

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

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

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
7205825
Firm CRD
6363
Advisor's SEC record (opens in a new tab)
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