Jared Spivey
Investment adviser representative at Ameriprise Financial Services, LLC
12 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
12 years in the industry.
- Ameriprise Financial Services, LLCJan 2026 to now
- Carolina's Wealth Management Group Inc.Jun 2025 to Dec 2025
- MML Investors Services, LLCMay 2024 to Jan 2025
- Massmutual Life Insurance Company, LLCApr 2024 to May 2025
- First Command Advisory ServicesFeb 2023 to Apr 2024
- First Command Brokerage ServicesFeb 2023 to Apr 2024
- First Command Insurance ServicesFeb 2023 to Apr 2024
- Equity Services, Inc.Mar 2022 to Jan 2023
- National Life GroupMar 2022 to Jan 2023
- Pruco Securities LLCFeb 2022 to Feb 2022
- UnemployedOct 2021 to Feb 2022
- Bank of America, N.A.Feb 2020 to Sep 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2020 to Sep 2021
- Century 21 Larry Miller RealtyJun 2019 to Feb 2020
- Meybohm Real EstateSep 2017 to Jun 2019
- Windsor Fine JewelersMar 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7214363
- Firm CRD
- 6363